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| Dividend Assets Capital LLC
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|---|---|
| CRD # | 129973 |
| SEC # | 801-62643 |
| CIK # | 0001365167 |
| AUM | 540.8 M (2026-03-30) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 843-645-9700 |
| Address | 58 Riverwalk Blvd Ridgeland, SC 29936-8126 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Canadian Natural Resources Ltd | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Energy Transfer Equity LP | 0.0 | ||
| Enterprise Products Partners L P | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 333 | 0.2 |
| (b) Individuals (high net worth individuals) | 49 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 3 | 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 | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 0.5 |
| By Discretionary | ||
| Discretionary | 595 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 595 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 595 | 0.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001365167] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Serves | Institutional, Retail, Research |
| LEI | 0034636923 |
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|---|---|---|
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