D
Dividends & More
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,075,000
Clients
26
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$772,115
About
The firm provides discretionary portfolio management and ongoing account monitoring for individual investors, delivering trade execution and periodic reporting. It manages roughly $20 million across a small client base of about two dozen households.
Investment selection is driven by fundamental analysis and may include equities, fixed income, exchange-traded and mutual funds, ADRs and other instruments, using both long-term and shorter-term purchase strategies. Portfolios are continuously monitored and rebalanced as needed, and clients may impose written restrictions on the firm’s discretionary authority.
The practice is intentionally kept small and does not advertise or solicit, and it relies exclusively on a single custodian while not engaging in block-trade aggregation—features that are less common among peers. The firm’s principal also holds many of the same securities in personal accounts and the firm delivers annual performance reports for qualifying accounts, reflecting a tightly aligned, hands-on approach to a concentrated client roster.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001+: 0.50% annually
Fee-only: Annual fee based on assets under management with tiered rates, no commissions or performance-based fees.
Main office location
Dividends & More
Troy MT, United States
Number of offices
1
Most active in
Dividends & More has reported serving >5 clients in these states in the last 12 months.
Georgia · Montana
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
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