$73.2M Total AUM
$72.5M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · RBC
- Clients
- Retail
- Platforms
- Glacier primeCrest
- 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
Insights
Open the full profile to inspect shifts in matrix alpha.
See the complete signal summary connected to signal.
See the complete signal summary connected to zenith.
Unlock to compare peer behavior around oak foundation.
Full visibility includes strategy notes for momentum harbor delta.
Upgrade to reveal position-level detail across ember harbor.
Unlock to see real insight on alpha prime vector.
Unlock to compare peer behavior around prime meridian.
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 Beacon Radial
Technology
Optima bridge Vector
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |