DC Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$107,009,732
Total clients
84
45% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
84
Average account size
$1,273,925
About
DC Capital Management serves individual investors — including high‑net‑worth clients — as well as pension plans, trusts, estates, charitable organizations and corporate entities, providing discretionary portfolio management and fee‑based financial planning. Portfolios are managed on an individualized basis and clients may impose reasonable investment restrictions.
The firm implements client strategies through five proprietary model portfolios (Preservation, Conservative, Moderate, Aggressive, Speculative) chosen based on risk tolerance, time horizon, liquidity, tax and legal considerations. Its investment process blends fundamental analysis with technical/charting and cyclical methods and the adviser may use margin in client accounts while exercising discretionary authority.
What distinguishes the firm is the managing member’s Chartered Financial Analyst designation and prior sell‑side equity research background covering media, wireless and tower industries — including award recognition and expert‑witness work — which the firm cites as informing its sector and security selection. The brochure also notes the firm does not accept third‑party compensation for client referrals, does not vote client proxies, and relies on custodial account statements for client reporting.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$1,000-$10,000 flat fee for financial planning services
$0 - $500,000: 1.00% annually for Investment Management Only; 1.10% annually for Investment Management and Financial Planning $500,001 - $1,000,000: 0.90% annually for Investment Management Only; 1.00% annually for Investment Management and Financial Planning $1,000,001 - $2,500,000: 0.80% annually for Investment Management Only; 0.90% annually for Investment Management and Financial Planning $2,500,001 - $5,000,000: 0.70% annually for Investment Management Only; 0.80% annually for Investment Management and Financial Planning $5,000,001+: 0.60% annually for Investment Management Only; 0.70% annually for Investment Management and Financial Planning
$150-$400 per hour for financial planning services
Account minimum: $500,000 Fee-only: Hourly fee between $150-$400 per hour; Flat fee between $1,000-$10,000 for financial planning services; Retainer fee of one-half of anticipated full fee required upfront
Main office location
DC Capital Management, LLC
Dillon CO, United States
Number of offices
1
Most active in
DC Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Maryland · Texas · Virginia
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.
Forms ADV
Quick links
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