Dividend Assets Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ridgeland, SC. Its latest Form ADV filing, dated March 30, 2026, reports $541M in regulatory assets under management, 7 employees, and 595 accounts.
Top client segmentIndividuals represent 83.0% of total clients.
Top client categories% of clientsClients
1
Individuals
83.0%
333
2
HNWI
12.2%
49
3
Corporations
3.2%
13
4
Charitable
0.7%
3
5
Pension Plans
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$541Mas of March 30, 2026
Discretionary100.0%
$541M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$541M
Total Accounts595
10Y AUM Change$-2.6B (-82.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee57:1
10Y Employee Change-15 (-68.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.