SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Dedicated Capital Advisors, LLC
San Francisco, CA
CRD 168132
Firm filing updated March 30, 2026 ·
- $162.5MAssets
- 73Clients
- 2Advisory staff
- 140Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals43
- Charities16
- Individuals14
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 14 | $4.3 million |
| High net worth individuals | 43 | $143.7 million |
| Charitable organizations | 16 | $14.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$162.5 million
- Accounts140
- Discretionary$94.1 million · 128 accounts
- Non-discretionary$68.4 million · 12 accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients11 to 25
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 168132, SEC file 801-78393.
- Registered with the SEC as an investment advisor (status date on record: September 30, 2013).
Is Dedicated Capital Advisors, LLC a fiduciary?
Short answer: Dedicated Capital Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.