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| Keyboard |
| DFC Preferred Advisors LLC
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|---|---|
| CRD # | 309927 |
| SEC # | 801-119781 |
| CIK # | |
| AUM | 228.7 M (2026-03-11) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 877-855-3434 |
| Address | 443 N Willson Avenue Bozeman, MT 59715 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 228.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 228.7 |
| By Discretionary | ||
| Discretionary | 1 | 228.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 228.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.7 | |
| Total | 1 | 228.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Windmark Investment Partners Inc
✚
|
DE | 233.3 M |
|
APIS & Heritage Capital Partners LLC
✚
|
DC | 231.1 M |
|
VSV Management LLC
✚
|
FL | 229.1 M |
|
Bayesian Capital Management LP
✚
|
228.8 M | |
|
Discretionary Management Services LLC
✚
|
KS | 228.4 M |
|
Ridgeline Capital Management LLC
✚
|
TN | 228.3 M |
|
Retireful LLC
✚
|
227.6 M | |
|
Plexo Capital Management LLC
✚
|
224.9 M | |
|
ArrowMark Asset Management LLC
✚
|
CO | 224.4 M |
|
Thornburg Bow River Advisers LLC
✚
|
CO | 224.2 M |