SAN FRANCISCO, CACRD 168132Latest ADV March 30, 2026
Dedicated Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $162M in regulatory assets under management, 2 employees, and 140 accounts.
Assets Under Management
$162M
Employees
2
Offices
--
Total Clients
73
Primary office
SAN FRANCISCO, CA
601 MONTGOMERY ST., SUITE 1111, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 58.9% of total clients.
Top client categories% of clientsClients
1
HNWI
58.9%
43
2
Charitable
21.9%
16
3
Individuals
19.2%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of March 30, 2026
Discretionary57.9%
$94M
58% of total RAUM57.9%
Non-discretionary42.1%
$68M
42% of total RAUM42.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$162M
Total Accounts140
10Y AUM Change+$67M (+70.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee37:1
10Y Employee Change-1 (-33.3%)
* 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.