D
$167.6M Total AUM
$167.6M Disc. AUM
15.3% 3Y CAGR
1 Employees
15 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-1995
- Office Locations
- 1
Office Locations
-- Naples FL
About Dartmouth Capital Advisors, Inc.
Dartmouth Capital Advisors, Inc. is a Naples-based RIA. The firm has been operating for 31 years. Managing $167.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$167.6M AVG AUM / ADVISOR
$11.2M AVG AUM / CLIENT
30.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GREGORY MARK MELVIN
Chief Compliance Officer, Owner, President
- CRD
- #1332096
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BRIDGET ELLEN MELVIN
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,574,179 | $11,171,612 |
| Non-Discretionary | $0 | -- |
| Total | $167,574,179 | $11,171,612 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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