Firm profile

DCA FAMILY OFFICE, LLC

ROSEVILLE, CACRD 322047Latest ADV March 30, 2026

Dca Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roseville, CA. Its latest Form ADV filing, dated March 30, 2026, reports $120M in regulatory assets under management, 16 employees, and 1 account.

Assets Under Management
$120M
Employees
16
Offices
--
Total Clients
<5
Primary office
ROSEVILLE, CA
3721 DOUGLAS BLVD, SUITE 350, ROSEVILLE, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOCasey A. Layton
CFOCasey A. Layton

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$120Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$120M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$120M
Total Accounts1
10Y AUM Change+$120M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee
10Y Employee Change+1 (+6.7%)

* 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.