Dividend Assets Capital, LLC

Dividend Assets Capital, LLC (CRD# 129973) is a financial advisory firm headquartered in Ridgeland, SC. They manage $566,240,855 in 745 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
58 Riverwalk Blvd., Ridgeland, SC 29936
https://www.linkedin.com/company/dividendassetscapital
By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $760,055
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, CT, DC, FL, GA, MA, ME, MI, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV, WY

Financial Advisors at Dividend Assets Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Peter Gerry, financial advisor Ridgeland SC
Peter G. Gerry
CRD#: 6224587
58 Riverwalk Blvd., Ridgeland, SC 29936

Peter Gerry (CRD# 6224587) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 10 years of experience in the finance industry.

2
James Haley, financial advisor Ridgeland SC
James G. Haley
CRD#: 2905149
58 Riverwalk Blvd., Building 2, Suite A, Ridgeland, SC 29936

James Haley (CRD# 2905149) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 26 years of experience in the finance industry.

3
Charles Shaver, financial advisor Ridgeland SC
Charles T. Shaver
CRD#: 420440
58 Riverwalk Boulevard, Ridgeland, SC 29936

Charles Shaver (CRD# 420440) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 31 years of experience in the finance industry.

4
William Ford, financial advisor Ridgeland SC
William D. Ford
CRD#: 2168179
58 Riverwalk Blvd., Ridgeland, SC 29936

William Ford (CRD# 2168179) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 32 years of experience in the finance industry.

5
Alex Meintel, financial advisor Ridgeland SC
Alex C. Meintel
CRD#: 5671568
58 Riverwalk Blvd., Ridgeland, SC 29936

Alex Meintel (CRD# 5671568) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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