D&a Advisors, LLC
● SEC registered since 2026CRD 307227SEC# 801-135874Reno, NV
Ranks #5,581 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$127.1M
Fund GAV
$32.6M
Private funds
2
Employees
2
Accounts
264
Location
Reno, NV
D&a Advisors, LLC assets under management
D&a Advisors, LLC is a registered investment adviser overseen by the SEC based in Reno, NV. The firm has been registered since 2026. It reports $127.1 million in regulatory assets under management and employs 2 people. D&a Advisors, LLC manages 2 private funds with combined gross assets of $32.6 million, including South Meadows Rv & Boat Storage LLC. By regulatory assets, it ranks 5,581 of 6,004 private fund managers.
D&a Advisors, LLC private funds
2 funds · $32.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| South Meadows Rv & Boat Storage LLC | Real Estate | $20.5M | $75K |
| Minden Rv & Boat Storage LLC | Real Estate | $12.1M | $100K |
D&a Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Lucas Ozuna Control | Co-Ceo/Member | 50-75% | 2020 |
| D&a Holding, LLC Control | Co-Ceo/Member | Over 75% | 2020 |
| Daniel E Carter Control | Co-Ceo/Member/Chief Compliance Officer | Under 5% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does D&a Advisors, LLC manage?
D&a Advisors, LLC reports $127.1 million in regulatory assets under management on its Form ADV.
How many private funds does D&a Advisors, LLC manage?
D&a Advisors, LLC manages 2 private funds with combined gross assets of $32.6 million.
How many employees does D&a Advisors, LLC have?
D&a Advisors, LLC reports 2 employees.
Where is D&a Advisors, LLC located?
D&a Advisors, LLC is based in Reno, NV and has been SEC-registered since 2026.
Does D&a Advisors, LLC disclose fund performance?
D&a Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5255 Longley Lane, Suite 101, Reno, NV 89511-5200 |
| Phone | 775-284-2552 |
| Fax | 775-348-8747 |
| Office hours | 9:00 a.m. To 5:00 p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.1MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
AUM vs fund managersTop 93%
Larger than 7% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$127.1Mregulatory AUM
Discretionary $127.1M