DCA Family Office, LLC logo

DCA Family Office, LLC

Updated today

Total assets under management

$119,914,111

Total clients

0

Total advisors

6

of 16 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

0

Average account size

About

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.

Client services

Portfolio management Selection of other advisers Family office services

Expertise

Private / alternative investments Wealth management Business exit / sale strategy

Occupation focus

Founder/Business Owner

Fee options

Performance-based

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.

Other

Account minimum: $5,000,000 Fee-only: Portfolio management fees charged as a percentage of assets managed, negotiated individually; monthly or quarterly payments.

Main office location

DCA Family Office, LLC

3721 Douglas Blvd, Suite 350

Roseville CA 95661, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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