D
CRD: 111375
DBA, Cornerstone Investment Counsel
Columbus, OH
6142960259
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-22-2002
- Office Locations
- 1
Office Locations
-- Columbus OH
About DBA, Cornerstone Investment Counsel
DBA, Cornerstone Investment Counsel is a Columbus-based RIA. The firm has been operating for 24 years. Managing $5.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
$120.6K AVG AUM / CLIENT
20.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Legacy insight
Investment Vehicles
Legacy Frontier
Owner & Executives
D
DENNIS F. DICKE
Chief Compliance Officer, Owner
- CRD
- #1607149
- Ownership
- 75% or more
(684) 271-1867
prime.capital@summitcapital.com
in linkedin.com/in/zenith-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,063,632 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,063,632 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,063,632
Cash:
21.9% Equity - Exchange:
46.8% Equity - OTC:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,170,820,474 | 21.9% |
| Equity - Exchange | $2,502,027,315 | 46.8% |
| Equity - OTC | $1,673,364,422 | 31.3% |
| Total | $5,346,212,211 | 100.0% |