Daniel Craig Osgood
Investment adviser representative at "tate Asset Management" and "dco Wealth Management"
17 yearsExperience
2 statesRegistered in
$393.4MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- "tate Asset Management" and "dco Wealth Management"Oct 2012 to now
- Acas LLC dba Tate Asset ManagementJun 2012 to now
- dba- Dco Wealth Management, Inc.Oct 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
"tate Asset Management" and "dco Wealth Management"
Legal name: Acas, LLC
$393.4MAssets managed
256Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2684112
- Firm CRD
- 160657