DPCM
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$77,000,000
Clients
270
19% 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
270
Very HighAverage account size
$285,185
About
The firm provides separately managed accounts and investment advice primarily to individual investors with a multi‑year horizon. It offers ad‑hoc financial planning guidance and annual financial planning guidelines but does not focus on accounting, tax, insurance, or estate planning services.
The firm’s investment approach is to replicate the adviser’s long‑term personal portfolio across client accounts on a proportional basis, favoring conservatively financed, profitable, competitively dominant common stocks intended for multi‑year ownership. Accounts are managed on a discretionary basis and tend to be highly concentrated, with the firm discouraging contributions of funds that may be needed within five years.
Distinctive features include an unusually large number of individual client accounts for a firm of its structure—approximately 270 client accounts and about $77 million in discretionary assets—an operational profile that is uncommon among independent advisors. The firm provides regular reporting (annual investment results versus the Vanguard Total Stock Market Index Fund, holdings updates, and annual operating results), requires clients to use a single custodian (Charles Schwab), and does not vote proxies on clients’ behalf.
Client services
Portfolio management
Expertise
Concentrated stock management
Fee options
1% annually assessed on December 31 market value of each client account
Main office location
DPCM
Pittsburgh PA, United States
Number of offices
1
Most active in
DPCM has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Florida · Georgia · Illinois · New York · Pennsylvania · Texas · Virginia · Washington
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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