DOLAN CAPITAL ADVISORS, INC.

CHARLOTTE, North Carolina·1 registered advisor·CRD# 269886
SEC# 801-1302322(704) 887-4969
01

Firm Overview

AUM
$127M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DOLAN CAPITAL ADVISORS, INC.

1 registered advisor
Benjamin Timothy Dolan
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. DOLAN CAPITAL ADVISORS, INC. (CRD# 269886) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.