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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 08-26-2019
- Office Locations
- 1
Office Locations
About Dahring | Cusmano AND Associates
Dahring | Cusmano and Associates is a Novi, MI RIA providing corporate retirement plan services and personal lifestyle/financial planning. The team designs goal- and risk-based investment strategies using vehicles such as ETFs and mutual funds, and integrates insurance and risk-management planning. Acts as a fiduciary partner to employers and individuals; custodies with Schwab and Fidelity/NFS.
Team overview
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Owner & Executives
ANGELA SUZANNE CUSMANO
Managing Partner
- CRD
- #3222241
- Ownership
- 50% but less than 75%
KIRK WAYNE DAHRING
Chief Executive Officer
- CRD
- #2461140
- Ownership
- 50% but less than 75%
North frontier
Matrix catalyst
- CRD
- #56951
- Ownership
- 17.2%
Showing 2 of 3 owners & executives
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Adam Jacob Bressler
--
- CRD
- #7377012
Tyler Danielle Curley
--
- CRD
- #6859177
Focus radial
Optima quantum timber
- CRD
- #98811
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $733,097,957 | $358,834 |
| Non-Discretionary | $48,286,509 | $6,035,814 |
| Total | $781,384,466 | $380,977 |
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Separately Managed Accounts
Total SMA Asset: $781,384,466
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,212,548,881 | 25.9% |
| Cash | $2,092,700,193 | 44.7% |
| Equity - Exchange | $1,376,406,839 | 29.4% |
| Total | $4,681,655,913 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM PEAK | FOUNDATION MOMENTUM | 1JDS3BYVD | XDJCM | 3.46% | $35,150,696 |
| BEACON ATLAS MOMENTUM | HORIZON WAVE | IHFA9QVEH | QJLL | 7.69% | $8,973,597 |
| SIGNAL CAPITAL MERIDIAN | OAK FUSION | 74YKJXV9M | JWVI | 3.25% | $112,281,864 |
| RADIAL QUANTUM CATALYST | ELEMENT EMBER | A5F561D6H | YESI | 12.31% | $41,953,499 |
| PEAK VITAL | FRONTIER FRONTIER | 2F907YGIT | LPTJY | 6.66% | $18,351,935 |
| FRONTIER CATALYST UNISON | VERTEX CATALYST | 1ZWKRWNBP | AQLP | 10.30% | $100,184,493 |
| DELTA EMBER | PRIME PEAK | TKNRH1EYL | ZWML | 5.36% | $69,148,653 |
| MERIDIAN ATLAS | GLACIER ZENITH | 0VDGHKRR8 | JVLC | 3.09% | $75,173,346 |