Dividend Assets Capital, LLC

Dividend Assets Capital, LLC advises individuals (including high‑net‑worth clients) and a variety of institutional and entity clients, providing discretionary portfolio management, financial planning, and sub‑advisory services. The firm also acts as a portfolio manager for several wrap fee programs and offers life‑insurance consultation in coordination with an independent underwriter.

The firm’s investment process emphasizes dividend‑paying equities and midstream energy MLPs, using a defined “Master Universe” of companies with consistent dividend or distribution histories and offering strategies that include Dividend Growth, Sustainable Dividend Growth (ESG‑screened), and a North American Midstream Energy strategy. DAC customizes model portfolios for separate accounts, delivers model portfolios to SMA/UMA sponsors, and serves as sub‑adviser to the DAC 3D Dividend Growth ETF, which may trade alongside other managed accounts.

Several operational features distinguish DAC from many peer team firms: it serves as sub‑adviser to a registered investment company (the DAC 3D Dividend Growth ETF) and manages pooled vehicles and wrap program accounts, is registered as an insurance agency and shares commissions with an independent underwriter, and participates in the Cantor Fitzgerald Cash program via StoneCastle for which it receives a fee. The firm is employee‑owned through an ESOP structure (DACH) and provides institutional model delivery and sponsored client events, combining retail, institutional, and pooled‑vehicle relationships that are less typical for similarly sized advisor teams.