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
Zachary Scholfield is a financial advisor at DCA Family Office, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at IHP Capital Partners for 15 years before joining DCA Family Office in 2022. 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 in real estate, real assets, agriculture, private companies, private equity, and private debt. The firm employs a customized planning process, delivers advice on a non-discretionary basis, and coordinates with clients’ other advisers while serving both family and corporate clients.
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)
IHP Capital Partners
2007 - 2022 (15 years)
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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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