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DCM ADVISORS, LLC
CRD 126248 · SEC 801-112041
33 WHITEHALL STREET, 11TH FLOOR, NEW YORK, NY, 10004, United States
Phone
917-386-6260
Fax
212-937-2459
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.5M
Discretionary AUM
$260.5M
Team
11 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $7.8M |
| High net worth individuals | 8 | $17.2M |
| Investment companies | 1 | $122.6M |
| Pension/profit sharing plans | 6 | $112.0M |
| Corporations/business entities | 2 | $886K |
States served
CA, MA, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD