$681.6M Total AUM
$681.6M Disc. AUM
-- 3Y CAGR
9 Employees
433 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element matrixDelta
- Established Date
- 08-01-2005
- Office Locations
- 3
Office Locations
11295 Biscayne Blvd. Suite 2 Miami FL
21600 Oxnard Street Suite 1755 Woodland Hills CA
6275 W Plano Pkwy Suite 555 Plano TX
About Dash Investments
Dash Investments is an RIA providing comprehensive financial planning, personalized portfolio management, retirement income planning, and integrated tax planning for clients such as retirees and entrepreneurs. The firm emphasizes individualized portfolios supported by an investment research team and commonly implements ETF-based allocations. Custodied at Charles Schwab. Founder Jonathan Dash writes a Forbes column.
Team overview
31 AVG AGE
$97.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.6 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
20yrs Firm Age
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Asset Classes
Eagle Meridian Glacier
Client Personas
Wave peak Peak legacy
Custodian
Catalyst radial Beacon Delta insight Peak pioneer Beacon
Investment Themes
Element wave Oak harbor Peak Radial prime
Investment Vehicles
Ridge foundation Beacon
Platform
Matrix meridian
Services
Vector vital Timber atlas Radial Capital signal Pathway Matrix Vector optima Radial Timber Zenith
Technology
Delta momentum Foundation
Owner & Executives
JONATHAN DASH
President
- CRD
- #4947303
- Ownership
- 75% or more
(278) 643-8240
pathway.quantum@wavecapital.com
in linkedin.com/in/crest-signal
ZAIN L. GRIFFITH
Chief Compliance Officer, Vice President
- CRD
- #5741663
- Ownership
- Less than 5%
(915) 321-2253
wave.ridge@primecapital.com
in linkedin.com/in/momentum-delta
Showing 2 of 2 owners & executives
Unlock allContacts
Richard Wayne Bach
--
- CRD
- #7553870
(492) 754-9167
timber.vector@vitalcapital.com
in linkedin.com/in/signal-bridge
R
ROBERT JONATHAN BADGER
--
- CRD
- #6585284
(342) 371-3465
catalyst.delta@radialcapital.com
in linkedin.com/in/peak-vital
C
Capital alpha
Unison momentum
- CRD
- #38308
(278) 968-2524
ember.alpha@glaciercapital.com
in linkedin.com/in/capital-legacy
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $681,637,820 | $526,361 |
| Non-Discretionary | $0 | -- |
| Total | $681,637,820 | $526,361 |
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Separately Managed Accounts
Total SMA Asset: $681,637,820
Equity - Exchange:
17.2% Cash:
20.9% Public Funds:
29.6% U.S. Government/Agency:
32.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $434,972,191 | 17.2% |
| Cash | $528,541,791 | 20.9% |
| Public Funds | $748,556,795 | 29.6% |
| U.S. Government/Agency | $816,837,313 | 32.3% |
| Total | $2,528,908,090 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM PATHWAY WAVE | EMBER UNISON | XXYJ33OHS | EGETY | 3.39% | $34,348,410 |
| ATLAS FOUNDATION PEAK | LEGACY EMBER | 584R0FDZ7 | RII | 1.64% | $83,525,428 |
| HORIZON FUSION SIGNAL | EMBER MATRIX | NYZFXWQDS | ZQNDA | 2.44% | $81,266,567 |
| FOUNDATION WAVE BRIDGE | DELTA HORIZON | PYVAPD1PQ | OSLX | 10.05% | $37,656,029 |
| RADIAL FOCUS | OAK FRONTIER | T654DKJ17 | DIQP | 8.81% | $61,615,747 |
| VITAL PIONEER | MERIDIAN PEAK | BAPJYEWHS | ZYCSZ | 12.60% | $50,847,288 |
| PEAK PATHWAY | PRIME EMBER | 7EJS608DX | ETWXU | 10.60% | $116,071,284 |
| GLACIER ATLAS | HORIZON ELEMENT | O4C9HDDWV | FEZ | 6.78% | $74,420,715 |