DIVIDEND ASSETS CAPITAL, LLC
SEC RegisteredClarity. Simplicity. Devotion.
About the firm
Dividend Assets Capital is an employee-owned boutique wealth management and investment firm based in South Carolina's Lowcountry. Founded on a dividend growth philosophy, the firm combines rigorous quantitative analysis with decades of active management experience to deliver personalized investment strategies and comprehensive wealth management. After two decades of success, DAC continues to serve successful families, advisors, and institutions with a commitment to long-term investment outcomes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment strategies and comprehensive wealth management built around a disciplined dividend growth philosophy, including concentrated portfolio construction, long-term investment partnership, and access to the DVGR ETF.
Who they serve
Successful individuals and families, financial advisors, family offices, and institutional clients, including high net worth individuals seeking long-term wealth management partnerships.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 333 | $194M |
| High Net Worth Individuals | 49 | $274M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $1.4M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Comprehensive - First $2M | 0.85% |
| Comprehensive - Next $3M | 0.70% |
| Comprehensive - Next $5M | 0.60% |
| Comprehensive - Over $10M | 0.50% |
| Fixed Income - First $500K | 0.40% |
| Fixed Income - Next $1.5M | 0.30% |
| Fixed Income - Next $2.5M | 0.20% |
| Fixed Income - Over $4.5M | 0.00% |
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. DIVIDEND ASSETS CAPITAL, 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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