DEDICATED CAPITAL ADVISORS, LLC
CRD #168132 SEC #801-78393 SAN FRANCISCO, CA 415-765-1778
SEC Registered
Total AUM
$119.2M
Discretionary
$78.1M
Employees
2
Clients
25
Accounts
104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $119.2M | $78.1M | $41.2M | 2 | 0 |
| Mar 2024 | $106.1M | $72.4M | $33.6M | 2 | 0 |
| Mar 2023 | $99.9M | $66.2M | $33.7M | 2 | 0 |
| Mar 2022 | $117.8M | $79.8M | $38M | 2 | 0 |
| Mar 2021 | $105M | $91.1M | $13.8M | 2 | 50 |
| Jun 2020 | $100.3M | $86.3M | $14M | 2 | 50 |
| Mar 2020 | $100.3M | $86.3M | $14M | 2 | 50 |
| Aug 2019 | $94.3M | $81M | $13.3M | 2 | 50 |
| Jun 2019 | $94.3M | $81M | $13.3M | 2 | 50 |
| Mar 2019 | $97.4M | $75.4M | $22M | 2 | 50 |
| Mar 2018 | $104.1M | $76.4M | $27.7M | 2 | 83 |
| Mar 2017 | $95.2M | $67.5M | $27.7M | 3 | 26 |
| Mar 2016 | $94.9M | $94.9M | $0 | 4 | 11 |
| Mar 2015 | $98.3M | $98.3M | $0 | 4 | 11 |
| Mar 2014 | $102.4M | $102.4M | $0 | 3 | 0 |
| Jan 2014 | $102.4M | $102.4M | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$119.2M
Discretionary$78.1M
Non-Disc.$41.2M
Employees2
Clients0
DateMar 2024
Total AUM$106.1M
Discretionary$72.4M
Non-Disc.$33.6M
Employees2
Clients0
DateMar 2023
Total AUM$99.9M
Discretionary$66.2M
Non-Disc.$33.7M
Employees2
Clients0
DateMar 2022
Total AUM$117.8M
Discretionary$79.8M
Non-Disc.$38M
Employees2
Clients0
DateMar 2021
Total AUM$105M
Discretionary$91.1M
Non-Disc.$13.8M
Employees2
Clients50
DateJun 2020
Total AUM$100.3M
Discretionary$86.3M
Non-Disc.$14M
Employees2
Clients50
DateMar 2020
Total AUM$100.3M
Discretionary$86.3M
Non-Disc.$14M
Employees2
Clients50
DateAug 2019
Total AUM$94.3M
Discretionary$81M
Non-Disc.$13.3M
Employees2
Clients50
DateJun 2019
Total AUM$94.3M
Discretionary$81M
Non-Disc.$13.3M
Employees2
Clients50
DateMar 2019
Total AUM$97.4M
Discretionary$75.4M
Non-Disc.$22M
Employees2
Clients50
DateMar 2018
Total AUM$104.1M
Discretionary$76.4M
Non-Disc.$27.7M
Employees2
Clients83
DateMar 2017
Total AUM$95.2M
Discretionary$67.5M
Non-Disc.$27.7M
Employees3
Clients26
DateMar 2016
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees4
Clients11
DateMar 2015
Total AUM$98.3M
Discretionary$98.3M
Non-Disc.$0
Employees4
Clients11
DateMar 2014
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2014
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0