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- Custodian
- Charles Schwab & Company · First Hawaiian Bank · RBC
- Clients
- Retail and Institutional
- Platforms
- ElementSummit
- Established Date
- 08-01-2011
- Office Locations
- 2
Office Locations
About DCM Advisors, LLC
DCM Advisors, LLC is an SEC-registered RIA and a wholly owned subsidiary of Dinosaur Group Holdings. The firm provides investment management and financial planning for U.S. retail and institutional clients, with an active, multi-asset approach spanning ETFs and fixed income and themes such as ESG and infrastructure. DCM also offers mutual funds distributed through Ultimus Fund Distributors (FINRA/SIPC).
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Owner & Executives
ANTHONY JOSEPH GIORGIO
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5489336
- Ownership
- Less than 5%
ELLIOT S GROSSMAN
Managing Director
- CRD
- #5116278
- Ownership
- Less than 5%
Legacy timber
Legacy timber
- CRD
- #88608
- Ownership
- 25.2%
Showing 2 of 3 owners & executives
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MAURO W CALDERON
--
- CRD
- #5107721
Mei Wang Davidson
--
- CRD
- #6787550
Oak crest
Quantum fusion vital
- CRD
- #64347
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,523,078 | $5,108,296 |
| Non-Discretionary | $0 | -- |
| Total | $260,523,078 | $5,108,296 |
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Separately Managed Accounts
Total SMA Asset: $137,925,309
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,452,684,614 | 40.5% |
| Cash | $1,077,970,028 | 17.8% |
| U.S. Government/Agency | $2,525,356,750 | 41.7% |
| Total | $6,056,011,392 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH EMBER | NORTH VERTEX | YEG1XS5KI | DSTOR | 3.87% | $60,517,816 |
| VECTOR WAVE BRIDGE | TIMBER OPTIMA | 1WEZWW7UH | GCTBD | 7.68% | $97,699,163 |
| OAK VITAL | INSIGHT CATALYST | BW99ACXAU | TIIY | 12.48% | $66,041,585 |
| CREST MERIDIAN | LEGACY INSIGHT | 7NLQMQ7GO | TJTCC | 3.15% | $102,731,463 |
| MERIDIAN PEAK | PEAK OPTIMA | O2JEYO8C1 | VSWK | 2.21% | $40,790,205 |
| BEACON VALUE | PIONEER EMBER | PAU58R73C | FHXC | 11.38% | $59,998,606 |
| VECTOR RIDGE | FOUNDATION CATALYST | T7LD7T9LT | GNZTB | 5.17% | $101,803,969 |
| VITAL VITAL CREST | UNISON VECTOR | 8LI27665C | MPIG | 8.44% | $46,386,107 |