D&a Advisors, LLC
● SEC registered since 2026CRD 307227SEC# 801-135874Reno, NV
Ranks #5,568 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$127.1M
Fund GAV
$32.6M
Private funds
2
Employees
2
Accounts
264
Location
Reno, NV
About D&a Advisors
D&A Advisors, doing business as Sierra Management Group, offers thoughtful wealth and investment management with holistic planning. It offers investment management, estate and retirement planning, and tax consulting for individuals and organizations.
Summary based on the firm’s website.
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 5,568 of 5,974 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 |
| Anthony Lucas Ozuna Control | Co-Ceo/Member | 50-75% | 2020 |
| Daniel E Carter Control | Co-Ceo/Member/Chief Compliance Officer | 50-75% | 2020 |
Frequently 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, monthlySep '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,369 advisers
AUM vs fund managersTop 93%
Larger than 7% of 5,974 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$127.1Mregulatory AUM
Discretionary $127.1M