DOLAN CAPITAL ADVISORS, LLC
CRD #269886 SEC #801-130232 CHARLOTTE, NC (704) 887-4969
SEC Registered
Total AUM
$146M
Discretionary
$146M
Employees
4
Clients
0
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $146M | $146M | $0 | 4 | 0 |
| Jan 2025 | $127.2M | $127.2M | $0 | 4 | 0 |
| Jul 2024 | $127.2M | $127.2M | $0 | 4 | 0 |
| Apr 2024 | $127.2M | $127.2M | $0 | 4 | 0 |
DateMar 2025
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees4
Clients0