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DARTMOUTH CAPITAL ADVISORS, INC.
CRD 105933 · SEC 801-49300
PA, United States
Phone
412-585-5014
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.6M
Discretionary AUM
$167.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $135.6M |
| Pension/profit sharing plans | 2 | $24.1M |
| Corporations/business entities | 1 | $7.9M |
States served
PA
Official SEC filing: View on IAPD