DCA Family Office, LLC

DCA Family Office, LLC provides alternative private markets investment recommendations, portfolio management, and family office services primarily to ultra‑high‑net‑worth families, as well as to certain companies, affiliates and individual family members. The firm began operations serving a single Founding Family and focuses on a limited number of larger, customized relationships.

DCA delivers non‑discretionary advice concentrated in private funds, direct private investments and cash management, following a documented six‑step planning process that results in an investment policy statement and ongoing monitoring. The firm does not execute trades or take custody of client assets and routinely coordinates with clients’ other professionals—accountants, estate counsel and outside managers—to implement recommendations and, when requested, to select other advisers.

Distinctive features include that all of DCA’s regulatory assets ($119.9 million as of December 31, 2025) are managed on a non‑discretionary basis, and the firm regularly works with corporate or business clients and provides selection of other advisers—each relatively uncommon among peer investment managers. DCA also discloses overlapping ownership and administrative ties to a private fund manager and an affiliate that provides M&A and business consulting, and it discusses those relationships and potential conflicts when recommending affiliated funds or co‑investments.