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D C Voss & Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$231,689,880
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
57
70% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
57
TypicalAverage account size
$4,064,735
About
D C Voss & Company provides financial planning and investment advisory services to individuals, trusts, and foundations, managing approximately $232.9 million in regulatory assets across about 57 client relationships. The client base is largely high-net-worth individuals (net worth excluding residence greater than $1 million), and the firm offers both ongoing investment management and tailored financial planning.
The firm uses asset-allocation strategies that rely primarily on mutual funds and exchange-traded funds, with individual fixed-income securities as a supplement, and applies fundamental analysis for its Dividend Growth Strategy. Most client accounts are managed on a non-discretionary basis—requiring client approval before trades—while the Dividend Growth Strategy is a discretionary sleeve focused on companies that have a history of increasing dividends.
Compared with peers, the firm’s concentration of over $200 million of AUM per advisor is uncommon among supported firms, and its predominance of non-discretionary assets is also atypical. D C Voss & Company limits discretionary authority and proxy voting largely to the Dividend Growth accounts and uses institutional custody and trading services through Charles Schwab, reflecting a client-approval orientation rather than broad discretionary management.
Client services
Financial planning
Portfolio management
Expertise
Income planning
General estate planning guidance
College savings (529s, UTMA, etc.)
Demographic focus
Established Professionals
Fee options
Fixed fee may be agreed upon based on complexity and services, especially for financial planning without ongoing investment management
$0 - $500,000: 0.80% annually $500,001 - $1,000,000: 0.60% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001 - $5,000,000: 0.35% annually $5,000,001 - $10,000,000: 0.20% annually $10,000,001+: 0.15% annually
Minimum fee: Minimum quarterly fee of $1,000 Fee-only: Percentage of assets under management with minimum quarterly fee; fixed fees may be agreed upon
Main office location
D C Voss & Company, LLC
Hilton Head Islland SC, United States
Number of offices
1
Most active in
D C Voss & Company, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio · South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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