DEDICATED CAPITAL ADVISORS, LLC
SEC RegisteredDiscover the greatest unseen obstacle facing self-made entrepreneurs and high net worth families...
About the firm
Decades ago, the firm set out to solve the conundrum of wealthy families lacking a clear, master plan for the future of their wealth or business, and created a business model to fix it. They identified three common barriers facing clients: lack of clarity, lack of cohesion, and lack of control.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Creating a clear, master plan for the future of clients' wealth and business, addressing barriers of clarity, cohesion, and control across separate entities, transactions, and projects
Who they serve
Self-made entrepreneurs and high net worth families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 14 | $4.3M |
| High Net Worth Individuals | 43 | $144M |
| State/Municipal Entities | 16 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Fort Point - First $0 to $3 million | 1.25% |
| Fort Point - Next $3 to $10 million | 0.90% |
| Fort Point - Next $10 to $20 million | 0.80% |
| Fort Point - Next $20 to $50 million | 0.60% |
| Fort Point - Next $50 to $100 million | 0.40% |
| Fort Point - $100 million and up | 0.00% |
| Frontier - $0 to $3 million | 1.00% |
| Frontier - $3 to $5 million | 0.95% |
| Frontier - $5 to $10 million | 0.90% |
| Frontier - $10 to $30 million | 0.75% |
| Frontier - $30 to $50 million | 0.60% |
| Frontier - $50 to $100 million | 0.50% |
| Frontier - $100 million and up | 0.30% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DEDICATED CAPITAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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