D
CRD: 168132
Dedicated Capital Advisors, LLC
$162.5M Total AUM
$94.1M Disc. AUM
18.2% 3Y CAGR
2 Employees
73 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2013
- Office Locations
- 1
Office Locations
601 Montgomery St. Suite 1111 SAN Francisco CA
About Dedicated Capital Advisors, LLC
Dedicated Capital Advisors, LLC is a SAN Francisco-based RIA. The firm has been operating for 12 years. Managing $162.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
53 AVG AGE
$81.2M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
KURT WALTER RAUZI
Chief Compliance Officer, Founder
- CRD
- #1365507
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JUAN RAMON ZUNIGA
--
- CRD
- #4743043
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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