Dreyfuss Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,925,630
Total clients
46
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$1,041,862
About
Dreyfuss Capital Management provides discretionary portfolio management and financial planning to individuals and high‑net‑worth clients and also offers services to other registered investment advisers as an institutional sub‑advisor. Services include creation of individualized Investment Policy Statements, ongoing portfolio monitoring, and delivery of model portfolios or subscription solutions through the Schwab Marketplace.
The firm manages accounts using a mix of fundamental, technical, charting and modern portfolio theory, with a primary emphasis on individual equities alongside mutual funds, ETFs, fixed‑income and non‑U.S. securities. Dreyfuss Capital actively manages accounts and employs options strategies (including covered calls and hedging with calls or puts); it may also have exposure to derivatives and to investment vehicles that use borrowing or leverage when appropriate.
Noteworthy aspects relative to peers include its acceptance of other investment adviser clients as a sub‑advisor and its use of the Schwab Institutional platform to deliver separately managed account solutions, which is uncommon for a solo independent adviser. The firm is also affiliated with insurance activities through a licensed insurance agent and may recommend commissionable insurance products, and portfolio management clients are offered financial planning without an additional advisory fee.
Client services
Financial planning
Portfolio management
Subadvisor to other registered investment advisors
Subadvisor to other registered investment advisors
Fee options
$1,000 to $15,000 for creating client financial plans (negotiated fixed rate)
$0 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.90% $5,000,000+: 0.80%
$125 to $300 per hour for financial planning services
Account minimum: $25,000
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Main office location
Dreyfuss Capital Management LLC
680 S Cache St, Suite 100 12679
Jackson WY 83001, United States
Number of offices
1
Forms ADV
Quick links
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