Dolan Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$179,147,870
Total clients
83
53% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
42
Average account size
$2,158,408
About
Dolan Capital Advisors primarily serves individual and high‑net‑worth clients, offering discretionary portfolio management, non‑discretionary assets‑under‑advisement, and standalone financial planning services. Like many peers, the firm charges percentage‑of‑AUM advisory fees and provides ongoing portfolio management for individual accounts.
The firm maps client risk profiles to model portfolios and asset allocation bands using a risk tolerance questionnaire and applies modern portfolio theory and long‑term purchase strategies. It may employ tax‑overlay techniques such as tax‑loss harvesting and also provides management of “held‑away” retirement and variable insurance plan accounts, constrained to the investment options approved by plan administrators.
Distinctive features for a small advisory team include managing roughly $179 million across about 83 client relationships while charging advisory fees on assets under advisement and held‑away accounts, arrangements that can involve third‑party order management systems and user agreements. The firm maintains multiple offices, applies an $8,000 minimum annual fee for new clients, and recommends a single custodian (Schwab) from which it receives institutional research and technology benefits, a relationship the firm discloses as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed financial planning fees between $1,500 to $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $6,000,000: 0.60% $0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.30%
$250 to $400 per hour for financial planning and consulting services
Account minimum: $8,000 minimum annual fee for new clients (may be waived or reduced at discretion) Minimum fee: Minimum annual fee of $8,000 for new clients (waivable or reducible at discretion) Fee-only: Fixed fees for financial planning range from $1,500 to $5,000; hourly rates from $250 to $400
Main office location
Dolan Capital Advisors, LLC
15720 Brixham Hill Avenue, Suite 300
Charlotte NC 28277, United States
Number of offices
3
Most active in
Georgia · North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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