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DIVIDEND ASSETS CAPITAL, LLC
DIVIDEND ASSETS CAPITAL, LLC
RIDGELAND, South Carolina
·
7 registered advisors
·
CRD# 129973
SEC# 801-62643
0
843.645.9700
01
Firm Overview
AUM
$566M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at DIVIDEND ASSETS CAPITAL, LLC
7 registered advisors
Charles Troy Shaver
RIDGELAND, South Carolina
CRD# 420440
Einar Storm Trosdal
RIDGELAND, South Carolina
CRD# 1227205
James Glenn Haley
RIDGELAND, South Carolina
CFP
CRD# 2905149
Jere Edward Estes
RIDGELAND, South Carolina
CRD# 856535
John Carl Swhear
RIDGELAND, South Carolina
CRD# 2671024
Robert John Dickson
RIDGELAND, South Carolina
CRD# 7892642
William Donald Ford
RIDGELAND, South Carolina
CFP
CRD# 2168179
05
Office Locations
RIDGELAND, South Carolina
7 advisors
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Data sourced from SEC Form ADV filings. DIVIDEND ASSETS CAPITAL, LLC (CRD# 129973) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.