Advisor at DCA Family Office, LLC
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Firm
DCA Family Office, LLC
Location
Roseville, CA 95661
Credentials
Series 65
Industry experience
2 years
Curtis Rocca III is a Series 65-licensed financial advisor at DCA Family Office, LLC with two years of experience in investment management. He has been involved with related entities including DCA Management Company, Inc. since 2005 and DCA Partners, LLC since 2002, where he serves in leadership roles overseeing strategic direction and investment activities. Outside of his advisory role, Mr. Rocca serves on the board of a wine-related holding company and participates in merger and acquisition advisory work. 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 equity, real estate, agriculture, and other private assets. The firm emphasizes a customized planning process, long-term private allocations, and non-discretionary advice while coordinating with clients’ other professional 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.
Roseville, CA 95661
California
DCA Family Office, LLC
2022 - Present (4 years)
DCA Management Company, Inc.
2005 - Present (21 years)
DCA Partners, LLC
2002 - Present (24 years)
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Real estate agent
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