$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 02-24-2009
- Office Locations
- 1
Office Locations
1400 Shattuck AVE STE 5 Berkeley CA
About D.a. Flowers & Company, LLC
D. A. Flowers & Company is a Berkeley, CA fee-only, independent RIA (founded 2009) offering collaborative financial planning and discretionary investment management. The firm emphasizes prudent asset allocation and risk management, using ETFs and mutual funds alongside fixed income. Led by CFP principal David Anthony Flowers; custodies with Charles Schwab.
Team overview
-- AVG AGE
$50.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Ember beacon
Investment Themes
Vital Insight
Investment Vehicles
Matrix Capital
Services
Element vector Summit ridge Catalyst Ember capital
Technology
Capital
Owner & Executives
DAVID ANTHONY FLOWERS
Certified Financial Planner, PRINCIPAL
- CRD
- #2559221
- Ownership
- 75% or more
(554) 855-5401
optima.focus@atlascapital.com
in linkedin.com/in/zenith-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,010,935 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,010,935 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,010,935
Equity - Exchange:
12.7% Public Funds:
11.9% Cash:
29.8% U.S. Government/Agency:
8.6% Municipal Bonds:
24.4% Corporate - Investment Grade:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $381,925,601 | 12.7% |
| Public Funds | $357,867,295 | 11.9% |
| Cash | $896,171,882 | 29.8% |
| U.S. Government/Agency | $258,626,785 | 8.6% |
| Municipal Bonds | $733,778,320 | 24.4% |
| Corporate - Investment Grade | $378,918,313 | 12.6% |
| Total | $3,007,288,196 | 100.0% |