CRD: 294098
Digital Asset Investment Management
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- Custodian
- Bitgo · Charles Schwab & Company · Gemini Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-31-2018
- Office Locations
- 1
Office Locations
About Digital Asset Investment Management
Digital Asset Investment Management (DAiM) is a fiduciary, licensed RIA (CRD 294098) providing managed crypto wealth management. It runs a pure-crypto model portfolio since 2018 ("Alpha Beyond Bitcoin") and offers managed accounts and crypto-enabled IRAs (Roth, Traditional, SEP, SIMPLE, Solo 401(k)), plus planning for taxes, trusts, and succession. DAiM handles funding through ongoing management with regular reporting and 24/7 access; assets are held 1:1 with a licensed custodian, including Gemini Trust.
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Owner & Executives
BRYAN YVES COURCHESNE
Chief Executive Officer, Investment Advisor
- CRD
- #5760949
- Ownership
- 75% or more
MICHAEL ANDREW SOROUDI
Chief Compliance Officer, Vice President
- CRD
- #6519366
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,000,000 | -- |
| Non-Discretionary | $33,000,000 | -- |
| Total | $80,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $8,495,721,571 | 100.0% |
| Total | $8,495,721,571 | 100.0% |