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Christopher Bruce Stephenson

Investment adviser representative at Dca Family Office, LLC
10 yearsExperience
1 stateRegistered in
$119.9MFirm assets
3 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Dca Family Office, LLCJan 2022 to now
  2. Concrete Venture CapitalMay 2018 to Dec 2021
  3. Penryn CapitalJan 2017 to Dec 2021
  4. Non-compete Unemployment PeriodJul 2016 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (CA).

Dca Family Office, LLC

$119.9MAssets managed
0Clients
3Advisers
3 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
7794574
Firm CRD
322047
Advisor's SEC record (opens in a new tab)
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