Wealth Manager
    SEC Registered
    Manages Private Funds

    Dividend Assets Capital, LLC

    Registered investment advisor · Ridgeland, South Carolina · CRD #129973

    Assets Under Management
    $541M
    Client Accounts
    595
    Employees
    7
    CRD Number
    129973
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Dividend Assets Capital, LLC

    Dividend Assets Capital, LLC is an investment advisory firm founded in 2003, specializing in equity income and energy/infrastructure strategies, with $558M in assets under management. It serves individuals, financial advisors, and corporations. The firm is based in Ridgeland, South Carolina.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Dividend Assets Capital, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Dividend Assets Capital, LLC's AUM?

    Dividend Assets Capital, LLC reports approximately $541M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Dividend Assets Capital, LLC headquartered?

    Dividend Assets Capital, LLC is headquartered in Ridgeland, South Carolina.

    What is Dividend Assets Capital, LLC's CRD number?

    Dividend Assets Capital, LLC's CRD number is 129973. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Dividend Assets Capital, LLC manage?

    Dividend Assets Capital, LLC manages approximately 595 client accounts according to its latest SEC filing.

    Is Dividend Assets Capital, LLC SEC registered?

    Yes, Dividend Assets Capital, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in South Carolina

    Lpl Financial LLC
    Fort Mill, SC · $819.1B AUM
    Greystar Investment Group, LLC
    Charleston, SC · $36.5B AUM
    Lpl Enterprise, LLC
    Fort Mill, SC · $24.9B AUM
    Apollon Wealth Management, LLC
    Mount Pleasant, SC · $11.6B AUM
    Southstate Private Capital Management LLC
    Columbia, SC · $5B AUM
    Performa Limited (US), LLC
    Charleston, SC · $4.5B AUM
    See all top RIA firms in South Carolina →

    Research firms like Dividend Assets Capital, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial