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| Happy Holidays!! thanks for using AUM13F!! |
| Dividend Assets Capital LLC
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| CRD # | 129973 |
| SEC # | 801-62643 |
| CIK # | 0001365167 |
| AUM | $620.1 M (2025-03-28) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 843-645-9700 |
| Address | 58 Riverwalk Blvd Ridgeland, SC 29936-8126 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001365167 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 0.0 | |
| Costco Wholesale Corp /NEW | 0.0 | |
| VISA Inc | 0.0 | |
| Novo Nordisk A S | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| Oracle Corp | 0.0 | |
| Oneok Inc /New/ | 0.0 | |
| Energy Transfer Equity LP | 0.0 | |
| Canadian Natural Resources Ltd | 0.0 | |
| Texas Instruments Inc | 0.0 | |
| FPL Group Inc | 0.0 | |
| Amgen Inc | 0.0 | |
| Enterprise Products Partners L P | 0.0 | |
| Ameriprise Financial Inc | 0.0 | |
| Harris Corp /DE/ | 0.0 | |
| Assurant Inc | 0.0 | |
| Heico Corp | 0.0 | |
| American Tower Corp /MA/ | 0.0 | |
| Lowes Companies Inc | 0.0 | |
| Enbridge Inc | 0.0 | |
| Sherwin Williams Co | 0.0 | |
| UnitedHealth Group Inc | 0.0 | |
| Union Pacific Corp | 0.0 | |
| KLA Tencor Corp | 0.0 | |
| Intuit Inc | 0.0 | |
| SAP SE | 0.0 | |
| Williams Sonoma Inc | 0.0 | |
| Broadcom Inc | 0.0 | |
| Zoetis Inc | 0.0 | |
| Williams Companies Inc | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 0.2 |
| (b) Individuals (high net worth individuals) | 58 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 9 | 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 | 739 | 0.6 |
| By Discretionary | ||
| Discretionary | 739 | 0.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 739 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 739 | 0.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001365167] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit Wealth Partners LLC
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|
FL | 0.6 |
|
CL Wealth Management LLC
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|
IL | 0.6 |
|
Altrius Capital Management Inc
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|
MI | 0.6 |
|
Broadview Financial Management LLC
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|
WI | 0.6 |
|
Materetsky Financial Group Inc
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|
FL | 0.6 |
|
MTM Financial Group LLC
✚
|
PA | 0.6 |
|
Financial Management Strategies Inc
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|
OH | 0.6 |
|
Darwin Wealth Management LLC
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|
FL | 0.6 |
|
G A Repple & Company
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|
FL | 0.6 |
|
Preisz Associates Inc
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|
OR | 0.6 |