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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value timberWave +more
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
About Dividend Assets Capital, LLC
Dividend Assets Capital is an employee-owned boutique wealth manager and investment firm in South Carolina’s Lowcountry serving successful families, financial advisors, and institutions. The team delivers personalized portfolios and comprehensive planning built on a 40-year dividend-growth discipline that blends quantitative screening with active management. Their 3D approach is also offered via the DVGR ETF, targeting double-digit dividend growers for 10+ years.
Team overview
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Owner & Executives
Robert John Dickson
Chief Financial Officer, Financial Advisor, General Partner
- CRD
- #7892642
- Ownership
- Less than 5%
WILLIAM DONALD FORD
Director, President
- CRD
- #2168179
- Ownership
- Less than 5%
Bridge peak
Alpha atlas
- CRD
- #50068
- Ownership
- 25.5%
Showing 2 of 5 owners & executives
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Emily Cales Harding
Director
- CRD
- #6226297
Donald Joseph Hingtgen
Chief Operations Officer
- CRD
- #7100052
Optima value
Alpha quantum
- CRD
- #87385
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $540,807,741 | $908,921 |
| Non-Discretionary | $0 | -- |
| Total | $540,807,741 | $908,921 |
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Separately Managed Accounts
Total SMA Asset: $528,890,188
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $213,494,900 | 20.3% |
| Cash | $184,047,327 | 17.5% |
| Private Funds | $136,720,872 | 13.0% |
| Municipal Bonds | $236,632,278 | 22.5% |
| Public Funds | $219,805,094 | 20.9% |
| Corporate - Investment Grade | $60,998,542 | 5.8% |
| Total | $1,051,699,013 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON HORIZON | EMBER EAGLE | RFO6ZAPGD | IIA | 6.42% | $118,160,581 |
| ATLAS ATLAS | GLACIER ATLAS | SQBN69Q2D | IXI | 5.87% | $99,329,356 |
| HARBOR DELTA BRIDGE | PIONEER VECTOR | MSQU99QNA | BQCZI | 2.79% | $60,479,885 |
| BRIDGE PEAK MOMENTUM | EAGLE OAK | X5KG9G5VP | YQAR | 8.53% | $116,063,286 |
| BEACON OPTIMA HORIZON | OAK GLACIER | JQSCW5FID | ZNMR | 1.32% | $100,801,217 |
| ATLAS VITAL RIDGE | HORIZON LEGACY | HX1NV186G | KZTV | 1.04% | $27,161,468 |
| RADIAL BEACON | LEGACY CAPITAL | 6Z567D211 | DDG | 2.52% | $55,262,053 |
| ELEMENT VERTEX HORIZON | FUSION ELEMENT | 3BTSMXL0Y | KFWJ | 10.39% | $21,880,850 |