D
Dye Family Office
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,040,000
Total clients
8
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$4,005,000
About
Dye Family Office is a small, state‑registered independent investment adviser that serves individual clients — the brochure notes many are high‑net‑worth — providing financial planning (including tax, insurance, retirement, and estate planning) and discretionary portfolio management across stocks, bonds, mutual funds, ETFs, leveraged ETFs, REITs, and other securities. The firm offers written financial plans, hourly consultations, and continuous supervision of custodied accounts.
The firm relies on fundamental security analysis and tailors services through individual consultations to align investment strategies with each client’s suitability and risk tolerance, with managed accounts reviewed weekly. It may recommend or refer clients to third‑party money managers for alternative investments and coordinates custody and trade execution through a recommended qualified custodian.
The brochure discloses an operational detail that is uncommon among similar solo advisers: the firm’s principal is employed full‑time at an accounting firm and devotes limited weekly hours to the advisory practice, which the firm positions as supporting integrated tax planning. The firm also discloses that certain associates are licensed insurance agents and that it sometimes shares fees with outside money managers when making referrals, with these arrangements disclosed to clients.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
General estate planning guidance
Wealth management
Fee options
Written financial plans ranging from $200 to $2,000 (negotiable)
$0+: 0.5% annually (minimum) +: up to 2% annually (maximum)
Up to $200/hour (negotiable)
Fee-only: Hourly fees up to $200/hour; written financial plans $200 to $2,000; asset management fees 0.5% to 2% annually or flat monthly fee
Main office location
Dye Family Office
Canfield OH, United States
Number of offices
1
Most active in
Dye Family Office has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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