D
CRD: 326761
DYE Family Office
Canfield, OH
3309679877
$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2023
- Office Locations
- 2
Office Locations
-- -- OH
-- Canfield OH
About DYE Family Office
DYE Family Office is a Canfield-based RIA with 2 offices. The firm has been operating for 2 years. Managing $32.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$32.0M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Zenith
Client Personas
Delta
Investment Themes
Harbor
Investment Vehicles
Pathway
Services
Capital vital Beacon Legacy pioneer Prime momentum Horizon capital
Owner & Executives
C
Cody Lee Dye
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #7711210
- Ownership
- 75% or more
(242) 369-7436
crest.insight@pathwaycapital.com
in linkedin.com/in/atlas-timber
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,040,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,040,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,040,000
Equity - Exchange:
34.8% Cash:
38.1% Municipal Bonds:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,697,847,742 | 34.8% |
| Cash | $2,953,678,131 | 38.1% |
| Municipal Bonds | $2,100,910,167 | 27.1% |
| Total | $7,752,436,040 | 100.0% |