$21.3M Total AUM
$21.3M Disc. AUM
-- 3Y CAGR
0 Employees
54 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex prime
- Established Date
- 02-01-2000
- Office Locations
- 1
Office Locations
2405 S. Croatan HWY Suite C Nags Head NC
About Dare Capital Management, LLC
Dare Capital Management, LLC is a locally owned fiduciary investment management and financial planning firm based on North Carolina’s Outer Banks, serving clients since 2001. Led by CFP® professional Will Woodard, the practice provides ongoing portfolio management and planning for retail clients, with portfolios largely implemented using ETFs and custodied with Charles Schwab.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$394.2K AVG AUM / CLIENT
26.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
26yrs Firm Age
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Asset Classes
Zenith vital
Client Personas
Signal meridian
Custodian
Value pathway Value pioneer
Investment Themes
Pathway Pioneer
Investment Vehicles
Ember vertex
Services
Meridian Ember pioneer Summit ridge Vital ridge Timber Quantum Insight
Technology
Frontier
Owner & Executives
WILLIAM WINDSOR WOODARD
Owner, President
- CRD
- --
- Ownership
- 75% or more
(983) 286-7261
optima.oak@eaglecapital.com
in linkedin.com/in/meridian-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,288,061 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,288,061 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,288,061
Equity - Exchange:
49.0% Cash:
51.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $894,690,461 | 49.0% |
| Cash | $931,208,439 | 51.0% |
| Total | $1,825,898,900 | 100.0% |