ACAS, LLC
Legal name: "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
CRD #160657 SEC #801-110370 RANCHO SANTA FE, CA 888-500-9267
SEC Registered
Total AUM
$323M
Discretionary
$323M
Employees
5
Clients
0
Accounts
624
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | NA | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER/CCO | E | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| DCO WEALTH MANAGEMENT, INC. | DE | PARTNER | D | Control |
| OSGOOD, DANIEL, CRAIG | I | CCO | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE ASSET MANAGEMENT, INC. | DE | PARTNER | D | Control |
| TATE, CHRISTOPHER, ALAN | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (4)
CA HI TX UT
Address
5531 CANCHA DE GOLFSUITE #105
RANCHO SANTA FE, CA 92091
United States
Phone: 888-500-9267