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DCM Advisors LLC
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CRD # | 126248 |
SEC # | 801-112041 |
CIK # | 0001839498 |
AUM | $349.8 MM (2024-05-29) |
Employees | 13 (69% Investors, 23% Brokers) |
Phone | 917-386-6260 |
Address | 33 Whitehall Street New York, NY 10004 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001839498] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Investors Asset Management of Georgia Inc
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|
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 |