DIVIDEND ASSETS CAPITAL, LLC

58 Riverwalk Blvd.
Ridgeland, South Carolina 29936-8126
Tel: 843.645.9700

About DIVIDEND ASSETS CAPITAL, LLC

DIVIDEND ASSETS CAPITAL, LLC, formally registered with the SEC as DIVIDEND ASSETS CAPITAL, LLC. The firm was established in 01/02/2004. They have over 1 offices throughout the country.

DIVIDEND ASSETS CAPITAL, LLC is a Ridgeland, South Carolina based Financial Planning firm with nearly $566,240,855 assets under management, offering retirement planning & investment advisory services to 745 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129973
SEC#	801-62643
Assets Managed by Firm	$566,240,855
No. of Clients	745
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	745	$566,240,855
Individuals (other than high net worth individuals)	352	$281,667,429
High net worth individuals	23	$193,201,852
Pension and profit sharing plans	33	$26,420,551
Charitable organizations	9	$14,652,628
Corporations or other businesses	17	$38,627,835

More Retirement Planning firms in Ridgeland, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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