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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 30, 2026, reported AUM increased 22.7%, from $146.0M to $179.1M.
Across 3 reported observations, AUM increased 40.8% between July 10, 2024 and March 30, 2026, from $127.2M to $179.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 83 clients, or 41.5 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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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
SMA allocation detail is available
Dolan Capital Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.