Captar Private Wealth

Dedeker Financial, LLC (DFL), operating under Captar Private Wealth, provides advisory services to individual and high‑net‑worth clients, managing approximately $165 million for roughly 184 client accounts with two advisors. Its services include discretionary portfolio management, financial planning, and recommending or referring clients to third‑party investment advisers.

The firm sets individualized Investment Policy Statements and uses a mix of analytical methods — charting, cyclical, fundamental, quantitative and technical analysis — to implement long‑term strategies and options trading (including covered and uncovered options). DFL generally seeks discretionary authority to trade on clients’ behalf, offers access to mutual funds, ETFs (including precious‑metal ETFs), annuities and fixed‑income securities, and may refer portions of client portfolios to outside managers without conducting ongoing performance reviews of those managers.

Noteworthy differences from many peers include DFL’s requirement that clients use Fidelity Brokerage Services LLC as custodian, its principals’ roles as licensed insurance agents (which can create incentives to recommend insurance products), and its practice of receiving fee‑shares from third‑party advisers and potential soft‑dollar benefits. The firm also discloses a wide fixed financial planning fee range (from $500 up to $100,000) and states no account minimum, items clients may find atypical when comparing supported firms.