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Dahring | Cusmano AND Associates

Dahring | Cusmano AND Associates. CRD 301236

Dahring | Cusmano AND Associates logo

CRD: 301236

Dahring | Cusmano AND Associates

Novi, MI, 48375
2483480100
$781.4M Total AUM
$733.1M Disc. AUM
21.5% 3Y CAGR
18 Employees
884 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Pathway
Established Date
08-26-2019
Office Locations
1

Office Locations

26200 Town Center Dr. Suite 100 Novi MI

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

51 AVG AGE
$86.8M AVG AUM / ADVISOR
$883.9K AVG AUM / CLIENT
2.7 yrs AVG TENURE
18 Employees
9 Advisory Reps
9 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Prime Vector Insight Matrix Capital Matrix fusion Pathway

Client Personas

Crest vector Momentum Glacier vector

Custodian

Radial Matrix meridian Atlas Unison value Timber Ember glacier Focus Beacon signal

Investment Themes

Signal radial Prime momentum Atlas Harbor momentum

Investment Vehicles

Prime signal Capital

Platform

Crest

Services

Timber vital Element beacon Beacon pathway Value beacon Timber timber Radial Wave frontier Vector pioneer Peak meridian Radial radial Optima Delta unison Matrix fusion

Technology

Atlas capital

Owner & Executives

ANGELA SUZANNE CUSMANO

ANGELA SUZANNE CUSMANO

Managing Partner

CRD
#3222241
Ownership
50% but less than 75%
(440) 519-6149
capital.pioneer@catalystcapital.com
in linkedin.com/in/signal-optima
KIRK WAYNE DAHRING

KIRK WAYNE DAHRING

Chief Executive Officer

CRD
#2461140
Ownership
50% but less than 75%
(878) 592-6203
optima.peak@legacycapital.com
in linkedin.com/in/ember-ridge
N

North frontier

Matrix catalyst

CRD
#56951
Ownership
17.2%
(916) 679-7356
focus.bridge@glaciercapital.com
in linkedin.com/in/pioneer-delta

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Contacts

A

Adam Jacob Bressler

--

CRD
#7377012
(593) 885-3594
frontier.atlas@foundationcapital.com
in linkedin.com/in/matrix-vector
Tyler Danielle Curley

Tyler Danielle Curley

--

CRD
#6859177
(633) 805-5100
wave.glacier@summitcapital.com
in linkedin.com/in/delta-north
F

Focus radial

Optima quantum timber

CRD
#98811
(760) 654-7235
delta.radial@radialcapital.com
in linkedin.com/in/beacon-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-18-2022
03-22-2023
05-02-2024
11-18-2025
03-24-2026
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

$781.4M Total SMA
Public Funds:
25.9%
Cash:
44.7%
Equity - Exchange:
29.4%
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

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