Unclaimed Profile

Charles Troy Shaver

DIVIDEND ASSETS CAPITAL, LLC·RIDGELAND, South Carolina

Clean recordDIVIDEND ASSETS CAPITAL, LLC

58 RIVERWALK BLVD., RIDGELAND, SC 29936-8126CRD# 420440Firm CRD# 129973

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Troy Shaver · RIDGELAND, SC

Registration

CRD #420440 · DIVIDEND ASSETS CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Troy Shaver is a registered financial advisor based in RIDGELAND, South Carolina, affiliated with DIVIDEND ASSETS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DIVIDEND ASSETS CAPITAL, LLC

AUM

$566M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DIVIDEND ASSETS CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 420440

Firm CRD# 129973

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Troy Shaver offer?

Charles Troy Shaver specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RIDGELAND, South Carolina for a consultation.

What are Charles Troy Shaver's credentials?

Charles Troy Shaver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Troy Shaver located?

Charles Troy Shaver is based in RIDGELAND, South Carolina, working with DIVIDEND ASSETS CAPITAL, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does Charles Troy Shaver charge for services?

Charles Troy Shaver's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIVIDEND ASSETS CAPITAL, LLC?

DIVIDEND ASSETS CAPITAL, LLC has approximately 9 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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