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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian bridgeUnison momentum +more
- Established Date
- 07-07-2015
- Office Locations
- 1
Office Locations
About Dolan Capital Advisors, LLC
Dolan Capital Advisors is a boutique, fee-only RIA providing personalized wealth management and financial planning for physicians, high-net-worth families, and clients nearing retirement. The team builds evidence-based, low-cost, diversified, tax-efficient portfolios with disciplined rebalancing and tax-aware asset location, and supports retirement, estate, education funding, and charitable/legacy goals. Client assets are custodied at Charles Schwab; advisors hold CFP® and CFA® credentials.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN TIMOTHY DOLAN
Advisor, Chief Compliance Officer, President
- CRD
- #6353307
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MICHAEL EDWARD FOSTER JR
Wealth Management Advisor
- CRD
- #6869849
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,147,870 | $506,067 |
| Non-Discretionary | $0 | -- |
| Total | $179,147,870 | $506,067 |
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Separately Managed Accounts
Total SMA Asset: $179,147,870
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $841,094,854 | 14.1% |
| U.S. Government/Agency | $1,300,416,158 | 21.8% |
| Equity - Exchange | $1,234,798,829 | 20.7% |
| Cash | $1,300,416,158 | 21.8% |
| Other | $1,288,485,733 | 21.6% |
| Total | $5,965,211,732 | 100.0% |