Advisor at DCA Family Office, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DCA Family Office, LLC
Location
Roseville, CA 95661
Credentials
Series 65
Industry experience
2 years
Christopher Stephenson is a Series 65-licensed advisor with DCA Family Office, LLC, where he has worked since 2022. He has two years of industry experience and previously held roles at Concrete Venture Capital, Penryn Capital, and AIG Global Real Estate. Outside of his advisory role, he serves as a director for Harvest Land Management, providing advisory services related to land development, and is an investor advising on franchise operations for Speed Queen Laundromat. DCA Family Office provides private-markets investment recommendations, portfolio management, and family office services for ultra-high-net-worth families and companies, focusing on private investments such as real estate, private equity, and private debt. The firm emphasizes long-term private allocations, active manager engagement, and offers non-discretionary advice while coordinating with clients’ other advisers.
Based on DCA Family Office, LLC
Based on DCA Family Office, LLC
Up to 10% of account's overall performance based on realized cash received; billed quarterly in arrears; only for qualified clients with net worth ≥ $2,200,000 or AUM ≥ $1,100,000.
Account minimum: $5,000,000 Fee-only: Portfolio management fees charged as a percentage of assets managed, negotiated individually; monthly or quarterly payments.
3721 Douglas Blvd, Suite 350
Roseville, CA 95661
California
DCA Family Office LLC
2022 - Present (4 years)
Concrete Venture Capital
2018 - 2021 (3 years)
Penryn Capital
2017 - 2021 (4 years)
Non-compete unemployment period
2016 - 2016 (1 year)
AIG Global Real Estate
2010 - 2016 (6 years)
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Real estate agent
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