|
⚲
|
| Dolan Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 269886 |
| SEC # | 801-130232 |
| CIK # | |
| AUM | $179.1 M (2026-03-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 704-887-4969 |
| Address | 15720 Brixham Hill Avenue Charlotte, NC 28277 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 18.4 |
| (b) Individuals (high net worth individuals) | 44 | 160.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 354 | 179.1 |
| By Discretionary | ||
| Discretionary | 354 | 179.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 354 | 179.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.1 | |
| Total | 354 | 179.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
T2 Asset Management LLC
✚
|
IL | 0.2 |
|
Flack Ember Louise
✚
|
0.2 | |
|
Golden Bay Advisors LLC
✚
|
0.2 | |
|
RCW Management LLC
✚
|
FL | 0.2 |
|
Higley James W
✚
|
0.2 | |
|
The Private Investment Group Inc
✚
|
OH | 0.2 |
|
Timmons Wealth Management LLC
✚
|
MA | 0.2 |
|
O'Connor Wealth Management Inc
✚
|
CA | 0.2 |
|
Eltringham Wealth Partners LLC
✚
|
OH | 0.2 |
|
Collaborative Portfolio Management LLC
✚
|
KS | 0.2 |