DCM Advisors LLC

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Assets, Funds, Holdings

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DCM Advisors LLC
CRD #126248
SEC #801-112041
CIK #0001839498
AUM $349.8 MM (2024-05-29)
Employees 13 (69% Investors, 23% Brokers)
Phone917-386-6260
Address33 Whitehall Street
New York, NY 10004
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 15.0
AAPL 2,382,844.0 12.9
DIS 174,716.7 8.4
META 434,852.0 8.3
AIG 44,635.6 7.9
ORCL 182,760.6 7.5
BAC 278,315.2 7.5
GS 102,858.9 7.4
AXP 107,077.6 7.0
WFC 152,296.4 6.6
View All
Holdings by Sector ($MM)
4503602701809002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 62 19.0
(b) Individuals (high net worth individuals) 13 32.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 3 153.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 8 89.1
(h) Charitable organizations 2 30.9
(i) State or municipal government entities 1 23.3
(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 3 1.5
(n) Other 0 0.0
Total 95 349.8
By Discretionary
Discretionary 95 349.8
Non-Discretionary 0 0.0
Total 95 349.8
By Non-United States Persons
Non-United States Persons 4.6
United States Persons 345.2
Total 95 349.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001839498]
Comparable Firms State AUM ($BB)
Investors Asset Management of Georgia Inc
GA 0.4
SOWA Financial Group Inc
RI 0.4
Money Management Services Inc
AL 0.4
Nepsis Inc
MN 0.4
West Wealth Group LLC
CA 0.3
DLK Investment Management LLC
CA 0.3
Corepath Wealth Partners LLC
AZ 0.3
Paradigm Wealth Management LLC
OH 0.3
Axiom Financial Strategies Group LLC
IN 0.3
Hixon Zuercher LLC
OH 0.3
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