DIVIDEND ASSETS CAPITAL, LLC
CRD #129973 SEC #801-62643 RIDGELAND, SC 843.645.9700
SEC Registered
Total AUM
$620.1M
Discretionary
$620.1M
Employees
8
Clients
11
Accounts
739
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $620.1M | $620.1M | $0 | 8 | 0 |
| Nov 2025 | $620.1M | $620.1M | $0 | 8 | 0 |
| Oct 2025 | $620.1M | $620.1M | $0 | 8 | 0 |
| Oct 2025 | $620.1M | $620.1M | $0 | 8 | 0 |
| Mar 2025 | $620.1M | $620.1M | $0 | 8 | 0 |
| Mar 2024 | $566.2M | $565.9M | $337K | 9 | 0 |
| Jan 2024 | $527M | $521.9M | $5.2M | 11 | 0 |
| Mar 2023 | $527M | $521.9M | $5.2M | 11 | 0 |
| Oct 2022 | $585.4M | $578.9M | $6.5M | 12 | 0 |
| Mar 2022 | $585.4M | $578.9M | $6.5M | 12 | 0 |
| Jan 2022 | $574.5M | $568.5M | $5.9M | 12 | 0 |
| Feb 2021 | $574.5M | $568.5M | $5.9M | 12 | 0 |
| Dec 2020 | $747.6M | $742.1M | $5.5M | 14 | 0 |
| Jul 2020 | $747.6M | $742.1M | $5.5M | 14 | 0 |
| Jul 2020 | $747.6M | $742.1M | $5.5M | 14 | 0 |
| Jun 2020 | $747.6M | $742.1M | $5.5M | 14 | 0 |
| May 2020 | $747.6M | $742.1M | $5.5M | 14 | 0 |
| Mar 2020 | $747.6M | $742.1M | $5.5M | 14 | 0 |
| May 2019 | $717.5M | $713M | $4.5M | 13 | 0 |
| Mar 2019 | $717.5M | $713M | $4.5M | 14 | 0 |
| Nov 2018 | $941.5M | $935.6M | $5.9M | 16 | 0 |
| Jun 2018 | $941.5M | $935.6M | $5.9M | 16 | 0 |
| Mar 2018 | $2.5B | $2.5B | $5.8M | 17 | 0 |
| Sep 2017 | $2.7B | $2.7B | $5.1M | 20 | 800 |
| Sep 2017 | $2.7B | $2.7B | $0 | 20 | 800 |
| Mar 2017 | $3.2B | $3.2B | $0 | 22 | 800 |
| May 2016 | $4.2B | $4.2B | $9.5M | 25 | 500 |
| Mar 2016 | $4.2B | $4.2B | $9.5M | 25 | 500 |
| Dec 2015 | $4.8B | $4.8B | $10.4M | 22 | 700 |
| Jul 2015 | $4.8B | $4.8B | $10.4M | 22 | 700 |
| Mar 2015 | $4.8B | $4.8B | $10.4M | 22 | 700 |
| Mar 2015 | $3.5B | $3.5B | $5.2M | 20 | 700 |
| Oct 2014 | $3.5B | $3.5B | $5.2M | 20 | 700 |
| Oct 2014 | $3.5B | $3.5B | $5.2M | 20 | 700 |
| Mar 2014 | $3.5B | $3.5B | $5.2M | 20 | 700 |
| Feb 2014 | $1.4B | $1.4B | $4.6M | 20 | 900 |
| Nov 2013 | $1.4B | $1.4B | $4.6M | 20 | 900 |
| Sep 2013 | $1.4B | $1.4B | $4.6M | 20 | 900 |
| Mar 2013 | $1.4B | $1.4B | $4.6M | 20 | 900 |
| Oct 2012 | $790.8M | $786.4M | $4.4M | 11 | 685 |
| Feb 2012 | $790.8M | $786.4M | $4.4M | 11 | 685 |
| Jul 2011 | $634M | $618.6M | $15.4M | -- | -- |
| Jul 2010 | $503.1M | $489.9M | $13.1M | -- | -- |
| Jan 2010 | $503.1M | $489.9M | $13.1M | -- | -- |
| Mar 2009 | $390.5M | $387.7M | $2.8M | -- | -- |
| Feb 2008 | $461.4M | $457.3M | $4.1M | -- | -- |
| Jan 2008 | $461.4M | $457.3M | $4.1M | -- | -- |
| Jan 2008 | $461.4M | $457.3M | $4.1M | -- | -- |
| Dec 2007 | $347.6M | $347.3M | $375.5K | -- | -- |
| Jan 2007 | $347.6M | $347.3M | $375.5K | -- | -- |
| Jan 2006 | $231.3M | $231.3M | $0 | 10 | -- |
| Jan 2005 | $77.2M | $73.9M | $3.3M | 10 | -- |
| Jun 2004 | $22.6M | $22.6M | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$620.1M
Discretionary$620.1M
Non-Disc.$0
Employees8
Clients0
DateNov 2025
Total AUM$620.1M
Discretionary$620.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2025
Total AUM$620.1M
Discretionary$620.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2025
Total AUM$620.1M
Discretionary$620.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$620.1M
Discretionary$620.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$566.2M
Discretionary$565.9M
Non-Disc.$337K
Employees9
Clients0
DateJan 2024
Total AUM$527M
Discretionary$521.9M
Non-Disc.$5.2M
Employees11
Clients0
DateMar 2023
Total AUM$527M
Discretionary$521.9M
Non-Disc.$5.2M
Employees11
Clients0
DateOct 2022
Total AUM$585.4M
Discretionary$578.9M
Non-Disc.$6.5M
Employees12
Clients0
DateMar 2022
Total AUM$585.4M
Discretionary$578.9M
Non-Disc.$6.5M
Employees12
Clients0
DateJan 2022
Total AUM$574.5M
Discretionary$568.5M
Non-Disc.$5.9M
Employees12
Clients0
DateFeb 2021
Total AUM$574.5M
Discretionary$568.5M
Non-Disc.$5.9M
Employees12
Clients0
DateDec 2020
Total AUM$747.6M
Discretionary$742.1M
Non-Disc.$5.5M
Employees14
Clients0
DateJul 2020
Total AUM$747.6M
Discretionary$742.1M
Non-Disc.$5.5M
Employees14
Clients0
DateJul 2020
Total AUM$747.6M
Discretionary$742.1M
Non-Disc.$5.5M
Employees14
Clients0
DateJun 2020
Total AUM$747.6M
Discretionary$742.1M
Non-Disc.$5.5M
Employees14
Clients0
DateMay 2020
Total AUM$747.6M
Discretionary$742.1M
Non-Disc.$5.5M
Employees14
Clients0
DateMar 2020
Total AUM$747.6M
Discretionary$742.1M
Non-Disc.$5.5M
Employees14
Clients0
DateMay 2019
Total AUM$717.5M
Discretionary$713M
Non-Disc.$4.5M
Employees13
Clients0
DateMar 2019
Total AUM$717.5M
Discretionary$713M
Non-Disc.$4.5M
Employees14
Clients0
DateNov 2018
Total AUM$941.5M
Discretionary$935.6M
Non-Disc.$5.9M
Employees16
Clients0
DateJun 2018
Total AUM$941.5M
Discretionary$935.6M
Non-Disc.$5.9M
Employees16
Clients0
DateMar 2018
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$5.8M
Employees17
Clients0
DateSep 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$5.1M
Employees20
Clients800
DateSep 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees20
Clients800
DateMar 2017
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees22
Clients800
DateMay 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$9.5M
Employees25
Clients500
DateMar 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$9.5M
Employees25
Clients500
DateDec 2015
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$10.4M
Employees22
Clients700
DateJul 2015
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$10.4M
Employees22
Clients700
DateMar 2015
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$10.4M
Employees22
Clients700
DateMar 2015
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$5.2M
Employees20
Clients700
DateOct 2014
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$5.2M
Employees20
Clients700
DateOct 2014
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$5.2M
Employees20
Clients700
DateMar 2014
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$5.2M
Employees20
Clients700
DateFeb 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.6M
Employees20
Clients900
DateNov 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.6M
Employees20
Clients900
DateSep 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.6M
Employees20
Clients900
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.6M
Employees20
Clients900
DateOct 2012
Total AUM$790.8M
Discretionary$786.4M
Non-Disc.$4.4M
Employees11
Clients685
DateFeb 2012
Total AUM$790.8M
Discretionary$786.4M
Non-Disc.$4.4M
Employees11
Clients685
DateJul 2011
Total AUM$634M
Discretionary$618.6M
Non-Disc.$15.4M
Employees--
Clients--
DateJul 2010
Total AUM$503.1M
Discretionary$489.9M
Non-Disc.$13.1M
Employees--
Clients--
DateJan 2010
Total AUM$503.1M
Discretionary$489.9M
Non-Disc.$13.1M
Employees--
Clients--
DateMar 2009
Total AUM$390.5M
Discretionary$387.7M
Non-Disc.$2.8M
Employees--
Clients--
DateFeb 2008
Total AUM$461.4M
Discretionary$457.3M
Non-Disc.$4.1M
Employees--
Clients--
DateJan 2008
Total AUM$461.4M
Discretionary$457.3M
Non-Disc.$4.1M
Employees--
Clients--
DateJan 2008
Total AUM$461.4M
Discretionary$457.3M
Non-Disc.$4.1M
Employees--
Clients--
DateDec 2007
Total AUM$347.6M
Discretionary$347.3M
Non-Disc.$375.5K
Employees--
Clients--
DateJan 2007
Total AUM$347.6M
Discretionary$347.3M
Non-Disc.$375.5K
Employees--
Clients--
DateJan 2006
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$77.2M
Discretionary$73.9M
Non-Disc.$3.3M
Employees10
Clients--
DateJun 2004
Total AUM$22.6M
Discretionary$22.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--