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D C VOSS & COMPANY, LLC
CRD 123392 · SEC 801-113225
OH, United States
Phone
513-604-2659
Fax
513-672-0150
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$232.9M
Discretionary AUM
$10.6M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $11.8M |
| High net worth individuals | 40 | $219.9M |
| Corporations/business entities | 2 | $1.2M |
States served
OH, SC, TX, FL
Official SEC filing: View on IAPD