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 63, Series 65
Industry experience
1 year
Daniel Fuller is a financial advisor at DCA Family Office, LLC with 15 years of industry experience. His prior roles include positions at the California State Teachers Retirement System and Mercer Alternatives. 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, agriculture, private equity, and private debt. The firm emphasizes a customized planning process and generally offers non-discretionary advice, coordinating with clients’ other advisers while not managing publicly traded securities or taking custody of client assets.
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
2023 - Present (3 years)
California State Teachers Retirement System (CalSTRS)
2020 - 2023 (3 years)
Mercer Alternatives (fka LP Capital Advisors, Pavilion)
2008 - 2020 (12 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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