CRD: 168132
Dedicated Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-30-2013
- Office Locations
- 1
Office Locations
About Dedicated Capital Advisors, LLC
Dedicated Capital Advisors, LLC is a SAN Francisco-based RIA. The firm has been operating for 13 years. Managing $162.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 36.3%, from $119.2M to $162.5M.
Across 5 reported observations, AUM increased 38.0% between March 31, 2022 and March 30, 2026, from $117.8M to $162.5M.
Of the latest reported AUM, 57.9% is discretionary and 42.1% is non-discretionary.
The firm reports 2 advisory representatives and 73 clients, or 36.5 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dedicated Capital Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KURT WALTER RAUZI
Chief Compliance Officer, Founder
- CRD
- #1365507
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JUAN RAMON ZUNIGA
--
- CRD
- #4743043
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,055,763 | $734,811 |
| Non-Discretionary | $68,414,002 | $5,701,167 |
| Total | $162,469,765 | $1,160,498 |
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Separately Managed Accounts
SMA allocation detail is available
Dedicated Capital Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.