J. Dyhr Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,800,000
Clients
50
4% 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
50
HighAverage account size
$416,000
About
The firm provides ongoing investment supervisory services to individuals, trusts, estates, charitable organizations, businesses, and pension plans, and offers incidental financial planning guidance. It also advises participants in defined‑contribution retirement plans and can be appointed as an ERISA 3(38) investment fiduciary for plan sponsors.
Portfolios are managed on a non‑discretionary basis, with clients approving transactions prior to execution, and the firm applies an asset‑allocation framework grounded in Modern Portfolio Theory with weekly reviews and periodic rebalancing. Investment selection combines fundamental and technical analysis and typically uses no‑load mutual funds, index funds, and ETFs drawn from a large fund database.
What is noteworthy relative to peers is the firm’s small scale and practice of managing all AUM non‑discretionarily, a model that is uncommon among independent advisers. The firm uses Charles Schwab Institutional as custodian (with access to Schwab research), does not vote client proxies, and maintains detailed privacy practices consistent with California requirements.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $500,000: 2% $500,000 - $750,000: 1.5% $750,000 - $1,000,000: 1.25% $1,000,000+: 1%
Account minimum: $2,000 minimum annual fee; recommended account minimum roughly $100,000 Minimum fee: $2,000 minimum annual fee Fee-only: Investment management fees based on asset tiers; no commissions or performance fees
Main office location
J. Dyhr Capital
Paso Robles CA, United States
Number of offices
1
Most active in
J. Dyhr Capital has reported serving >5 clients in these states in the last 12 months.
California
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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