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DEDICATED CAPITAL ADVISORS, LLC
CRD 168132File 801-78393
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$162.5M
Bottom 25% of cohort (national)
Discretionary AUM
$94.1M
Non-discretionary $68.4M
Clients
73
140 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 30, 2013
- Principal office
- 601 MONTGOMERY ST., SUITE 1111, SAN FRANCISCO, CA, 94111
- Phone
- 415-765-1778
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $162.5M
- Discretionary AUM
- $94.1M
- Non-discretionary AUM
- $68.4M
- Discretionary accounts
- 128
- Non-discretionary accounts
- 12
- Total accounts
- 140
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 16 | $14.4M |
| High net worth individuals | 43 | $143.7M |
| Individuals (other than high net worth individuals) | 14 | $4.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.