$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
-- Fort Worth TX
About THE Dedicated Dollar
The Dedicated Dollar is a founder-led, Fort Worth, Texas registered investment advisor providing personalized financial planning and investment planning for retail clients. The firm builds custom plans and emphasizes asset allocation and risk management, with portfolios implemented primarily through public funds and ETFs (plus cash). Custody is held with Charles Schwab.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$144.6K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
LACY NICOLE Rogers
Chief Compliance Officer, Financial Planner, Founder
- CRD
- #6226402
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,050,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,050,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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