|
⚲
|
| D C Voss & Company LLC
✚
| |
|---|---|
| CRD # | 123392 |
| SEC # | 801-113225 |
| CIK # | |
| AUM | $188.2 MM (2024-03-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 513-604-2659 |
| Address | 4 Leamington Ct Hilton Head Islland, SC 29928 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 11.9 |
| (b) Individuals (high net worth individuals) | 34 | 175.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 188.2 |
| By Discretionary | ||
| Discretionary | 11 | 9.2 |
| Non-Discretionary | 218 | 179.0 |
| Total | 229 | 188.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 188.1 | |
| Total | 229 | 188.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Reliant Investment Partners LLC
✚
|
NC | 0.2 |
|
Wealthcollab LLC
✚
|
WA | 0.2 |
|
PPS & V Asset Management Consultants Inc
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|
MI | 0.2 |
|
Campion Asset Management LLC
✚
|
VA | 0.2 |
|
Blue Capital Inc
✚
|
NE | 0.2 |
|
Sequoia Swiss Financial Advisors AG
✚
|
0.2 | |
|
Optimist Retirement Group LLC
✚
|
WA | 0.2 |
|
Patrick Mauro Investment Advisor Inc
✚
|
IL | 0.2 |
|
Game Plan Financial Advisors LLC
✚
|
OH | 0.2 |
|
Pacific Peak Advisors LLC
✚
|
ID | 0.2 |