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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-25-2015
- Office Locations
- 4
Office Locations
About Dutch Asset Corporation
Dutch Asset Corporation is an RIA providing personalized investment management and comprehensive financial planning for individuals and business owners. The firm builds tailored portfolios aligned to risk tolerance and goals, with a disciplined, actively monitored approach and ongoing market analysis. Public filings indicate ETF-heavy allocations, and accounts are often custodied at Interactive Brokers.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CULLEN BREEN
President
- CRD
- #5818590
- Ownership
- 75% or more
Scott Fraser
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Oak insight
Radial delta
- CRD
- #44714
- Ownership
- 25.3%
Showing 2 of 3 owners & executives
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GARY WILLIAM BARKMAN
Investment Advisor Representative
- CRD
- #1320077
THOMAS J. GERAGHTY JR
Financial Planner
- CRD
- #4348159
Bridge oak
Optima matrix beacon
- CRD
- #78252
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,349,677 | $416,323 |
| Non-Discretionary | $4,528,280 | $1,509,427 |
| Total | $186,877,957 | $423,760 |
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Separately Managed Accounts
Total SMA Asset: $186,877,957
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,590,445,135 | 25.4% |
| Cash | $1,452,690,044 | 23.2% |
| Public Funds | $1,534,090,780 | 24.5% |
| U.S. Government/Agency | $1,684,369,060 | 26.9% |
| Total | $6,261,595,019 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE CATALYST RADIAL | CATALYST BEACON | 21M6VVUZS | IJLYT | 6.63% | $74,536,896 |
| ELEMENT CATALYST RIDGE | VALUE PEAK | 3R2B0MXGH | SYQ | 8.93% | $77,484,770 |
| MERIDIAN ATLAS | MERIDIAN MOMENTUM | VW138CYTF | OWGDC | 1.93% | $116,133,109 |
| OAK FUSION | FOCUS CATALYST | W3D6PS75T | RPW | 2.12% | $49,491,263 |
| NORTH VECTOR INSIGHT | WAVE ZENITH | V4IWR6HL3 | WJIQS | 11.16% | $26,175,774 |
| HORIZON FUSION | ZENITH WAVE | NQNT1MVIB | ILAK | 4.42% | $41,720,721 |
| BRIDGE FRONTIER FOCUS | VALUE CAPITAL | JLELDSUQ7 | IFDL | 10.85% | $35,710,212 |
| CATALYST FOCUS | SIGNAL FRONTIER | N99IXCTRC | EIWE | 11.01% | $4,903,149 |