Dividend Assets Capital is an investment advisor in Ridgeland with $585.42 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Dividend Asset Capital, LLC, Dividend Growth Advisors, LLC
SEC CIK
IRS number
200046881
SEC advisor number
801-62643
FINRA CRD number
129973
AUM ?
$566.24 mm
(as of 28 Mar 24)
Accounts
745
(as of 28 Mar 24)
Employees
9
(5 investment advisory or research)
Address
Dividend Assets Capital
58 RIVERWALK BLVD
RIDGELAND
SC 29936
58 RIVERWALK BLVD
RIDGELAND
SC 29936
Phone
(843) 645-9700
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
23 Feb 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21