$73.2M Total AUM
$72.5M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · RBC
- Clients
- Retail
- Platforms
- Glacier prime
- Established Date
- 10-17-2018
- Office Locations
- 1
Office Locations
300 East Boulevard Suite B4 Charlotte NC
About Dyer & Company, L.l.c.
Dyer & Co. is a Charlotte, NC-based, fee-only RIA providing transparent, fiduciary financial planning and ongoing advice for individuals and families, billed as an AUM-based fee or hourly planning. Portfolios are implemented primarily with ETFs (with cash sleeves) and guided by an asset-allocation and risk-management discipline. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$36.6M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
4.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Matrix oak Pioneer prime
CRM
Glacier eagle
Custodian
North North Summit insight
Investment Themes
Harbor capital Glacier bridge Ridge timber
Investment Vehicles
Harbor
Platform
Eagle Unison
Services
Wave quantum Frontier vector Ridge glacier Ridge Frontier harbor Ember Ridge fusion Bridge Vital
Technology
Optima bridge
Owner & Executives
T
THOMAS GRAY DYER JR
Chief Compliance Officer, Managing Member
- CRD
- #2885361
- Ownership
- 75% or more
(898) 943-1313
radial.delta@momentumcapital.com
in linkedin.com/in/vector-unison
Showing 1 of 1 owners & executives
Unlock allContacts
C
Caroline Elise Hawkins
--
- CRD
- #8201251
(358) 518-5060
pioneer.summit@oakcapital.com
in linkedin.com/in/value-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,488,806 | -- |
| Non-Discretionary | $674,132 | -- |
| Total | $73,162,938 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,162,938
Equity - Exchange:
32.2% Cash:
67.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,002,756,544 | 32.2% |
| Cash | $4,216,984,277 | 67.8% |
| Total | $6,219,740,821 | 100.0% |