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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOLAN, BENJAMIN, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLAN, BENJAMIN, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLAN FAMILY, INC. | DE | MANAGING MEMBER | E | Control |
| DOLAN FAMILY, INC. | DE | MANAGING MEMBER | E | Control |
| DOLAN, BENJAMIN, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| DOLAN, BENJAMIN, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| DOLAN, BENJAMIN, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| M.E. FOSTER, LLC | DE | MEMBER | B | |
| M.E. FOSTER, LLC | DE | MEMBER | B |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (3)
GA NC SC
Address
15720 BRIXHAM HILL AVENUESUITE 300
CHARLOTTE, NC 28277
United States
Phone: (704) 887-4969