|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| DCM Advisors LLC
✚
|
|
|---|---|
| CRD # | 126248 |
| SEC # | 801-112041 |
| CIK # | 0001839498 |
| AUM | $220.1 M (2025-03-31) |
| Employees | 12 (50% Investors, 42% Brokers) |
| Phone | 917-386-6260 |
| Address | 33 Whitehall Street New York, NY 10004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001839498 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 18.1 | ||
| Apple Inc | 13.3 | ||
| Facebook Inc | 13.2 | ||
| Oracle Corp | 12.8 | ||
| Goldman Sachs Group Inc | 12.4 | ||
| Walt Disney Co | 12.1 | ||
| American Express Co | 10.3 | ||
| Morgan Stanley | 10.3 | ||
| Wells Fargo & Co/MN | 9.8 | ||
| American International Group Inc | 9.8 | ||
| Bank of America Corp /DE/ | 9.8 | ||
| J P Morgan Chase & Co | 9.2 | ||
| Denali Holding Inc | 7.9 | ||
| Comcast Corp | 6.7 | ||
| Marathon Petroleum Corp | 5.8 | ||
| Restoration Hardware Holdings Inc | 5.6 | ||
| United Technologies Corp /DE/ | 5.4 | ||
| Alphabet Inc | 5.3 | ||
| CVS Caremark Corp | 5.2 | ||
| AbbVie Inc | 5.2 | ||
| Philip Morris International Inc | 4.5 | ||
| CSX Corp | 3.9 | ||
| McDonalds Corp | 3.5 | ||
| Alphabet Inc | 3.1 | ||
| AT&T Inc | 2.9 | ||
| Boeing Co | 2.6 | ||
| Phillips 66 | 2.6 | ||
| Verizon Communications Inc | 2.0 | ||
| PepsiCo Inc | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 9.8 |
| (b) Individuals (high net worth individuals) | 7 | 13.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 107.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 89.5 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 58 | 220.1 |
| By Discretionary | ||
| Discretionary | 58 | 220.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 58 | 220.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.6 | |
| United States Persons | 214.6 | |
| Total | 58 | 220.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839498] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Wealth Alliance LLC
✚
|
AZ | 0.2 |
|
1492 Capital Management LLC
✚
|
WI | 0.2 |
|
Asset Management for Professionals Inc
✚
|
WI | 0.2 |
|
Walser Wealth Management Company A Limited Liability Company
✚
|
FL | 0.2 |
|
Banyan Capital Management Inc
✚
|
GA | 0.2 |
|
Cap Partners LLC
✚
|
TN | 0.2 |
|
Defined Wealth Management LLC
✚
|
OR | 0.2 |
|
Wilkins Miller Wealth Management LLC
✚
|
AL | 0.2 |
|
LRZ Capital LLC
✚
|
FL | 0.2 |
|
Independence Wealth Advisors Inc
✚
|
VA | 0.2 |