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Dividend Assets Capital, LLC
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Ridgeland, South Carolina
$747.6 million AUM
1 office

Dividend Assets Capital, LLC is based in Ridgeland, South Carolina and has $747.6 million in assets under management.

Location
58 Riverwalk Boulevard
Ridgeland, SC 29936
$747.6 million
AUM
14
Employees
AUM Share
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$747,584,227
Assets under management
911 clients
Number of clients
Average investment size is $820,619
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 510 $397,630,287 53% $779,667
High net worth individuals 14 $153,073,009 20% $10,933,786
Investment companies 1 $117,558,461 16% $117,558,461
Pooled investment vehicles 1 $14,238,805 2% $14,238,805
Pension and profit sharing plans 13 $8,560,112 1% $658,470
Charitable organizations 12 $30,033,534 4% $2,502,794
Other corporations or businesses 15 $26,490,019 4% $1,766,001
Employees Share
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14
Employees
6
Investment analysts
43% of total employees
AUM per employee Share
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$747,584,227
Assets under management
$53,398,873
AUM per employee
$124,597,371
AUM per investment analyst
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Compensation

Dividend Assets Capital, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Dividend Assets Capital, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 129,973
SEC number 801-62643
Legal structure Limited Liability Company
Legal governance South Carolina, United States
Latest ADV filing date May 18, 2020

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