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Desert Capital Advisors, LLC

Desert Capital Advisors, LLC. CRD 312715

D

CRD: 312715

Desert Capital Advisors, LLC

$81.6M Total AUM
$73.6M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · UBS
Clients
Retail
Platforms
--
Established Date
04-21-2021
Office Locations
1

Office Locations

2470 St. Rose Parkway Suite 211 Henderson NV

About Desert Capital Advisors, LLC

Desert Capital Advisors is an independent, fee-only fiduciary RIA in Henderson, NV providing comprehensive wealth management, including investment management and planning with a risk-vs-reward analytics focus. The firm serves retail clients such as business owners, entrepreneurs, and retirees, building diversified portfolios that include funds/ETFs and fixed income. Securities are offered through Charles Schwab & Co., Inc.

Reported data analysis

What the numbers show

Of the latest reported AUM, 90.1% is discretionary and 9.9% is non-discretionary.

The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $6.8M in reported AUM per client.

The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$81.6M AVG AUM / ADVISOR
$6.8M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

G

GRAHAM CAMPBELL IRVING

Advisor, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#6580298
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $73,558,950 --
Non-Discretionary $8,070,344 --
Total $81,629,294 --

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Separately Managed Accounts

SMA allocation detail is available

Desert Capital Advisors, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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