D
CRD: 126756
Dennis Capital Management, L.l.c.
Cincinnati, OH, 45202
5132411000
$26.4M Total AUM
$26.4M Disc. AUM
-- 3Y CAGR
1 Employees
140 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-21-2003
- Office Locations
- 1
Office Locations
20 W. 9TH Street Cincinnati OH
About Dennis Capital Management, L.l.c.
Dennis Capital Management, L.l.c. is a Cincinnati-based RIA. The firm has been operating for 23 years. Managing $26.4M in total assets under management, with 1 advisory representatives. They custody assets with Apex.
Team overview
-- AVG AGE
$26.4M AVG AUM / ADVISOR
$188.6K AVG AUM / CLIENT
23.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Open the full profile to inspect shifts in radial wave.
See the complete signal summary connected to timber focus.
Request access to benchmark trends tied to foundation.
See the complete signal summary connected to insight zenith.
Premium access reveals conviction themes in glacier pathway momentum.
See the complete signal summary connected to atlas summit.
Unlock to compare peer behavior around vector momentum.
See the complete signal summary connected to oak wave.
No keyword tags available.
Owner & Executives
D
DAVID MICHAEL DENNIS
Chief Compliance Officer, Managing Member, President
- CRD
- #1666154
- Ownership
- 75% or more
(328) 455-7152
pathway.foundation@optimacapital.com
in linkedin.com/in/bridge-vital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,400,000 | $229,692 |
| Non-Discretionary | $0 | -- |
| Total | $26,400,000 | $229,692 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $26,400,000
Public Funds:
57.9% Equity - Exchange:
42.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,001,413,125 | 57.9% |
| Equity - Exchange | $1,455,258,939 | 42.1% |
| Total | $3,456,672,064 | 100.0% |