DEDICATED CAPITAL ADVISORS, LLC

601 Montgomery St.
Suite 1111
San Francisco, California 94111
Tel: 415-765-1778

About DEDICATED CAPITAL ADVISORS, LLC

DEDICATED CAPITAL ADVISORS, LLC, formally registered with the SEC as DEDICATED CAPITAL ADVISORS, LLC. The firm was established in 09/30/2013. They have over 1 offices throughout the country.

DEDICATED CAPITAL ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $106,050,182 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168132
SEC#	801-78393
Assets Managed by Firm	$106,050,182
No. of Clients	108
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	108	$106,050,182
Individuals (other than high net worth individuals)	16	$4,378,931
High net worth individuals	34	$88,831,225
Charitable organizations	16	$12,840,026

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