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| DCM Advisors LLC
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|---|---|
| CRD # | 126248 |
| SEC # | 801-112041 |
| CIK # | 0001839498 |
| AUM | 260.5 M (2026-03-31) |
| Employees | 11 (55% Investors, 45% Brokers) |
| Phone | 917-386-6260 |
| Address | 33 Whitehall Street New York, NY 10004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.3 | ||
| Apple Inc | 12.1 | ||
| Facebook Inc | 9.7 | ||
| Denali Holding Inc | 9.6 | ||
| Bank of America Corp /DE/ | 9.6 | ||
| Wells Fargo & Co/MN | 9.3 | ||
| Morgan Stanley | 9.0 | ||
| Walt Disney Co | 9.0 | ||
| Goldman Sachs Group Inc | 9.0 | ||
| J P Morgan Chase & Co | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 7.8 |
| (b) Individuals (high net worth individuals) | 8 | 17.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 122.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 112.0 |
| (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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 51 | 260.5 |
| By Discretionary | ||
| Discretionary | 51 | 260.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 51 | 260.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 260.3 | |
| Total | 51 | 260.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001839498] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 254900RISWEHURVSY127 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Designs Wealth Management LLC
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FL | 261.2 M |
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Viawealth LLC
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GLR Partners LLC
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Alamar Capital Management LLC
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|
Banker Investment Group Inc
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Brendel Financial Advisors LLC
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Vistica Wealth Advisors LLC
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|
RFM Financial Solutions LLC
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|
MI | 260.1 M |
|
Greenstone Belt Wealth Advisors LLC
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IL | 260.1 M |
|
Capital Financial Advisors of New York LLC
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|
NY | 260.0 M |