Dagco, Inc.
● SEC registered since 1996CRD 106950SEC# 801-51066Westlake, OH
Reg. AUM
$628.7M
Employees
8
Accounts
1,173
Location
Westlake, OH
Dagco, Inc. assets under management
Dagco, Inc. operates as an SEC-registered investment adviser based in Westlake, OH. The firm has been registered since 1996. It reports $628.7 million in regulatory assets under management and employs 8 people.
Dagco, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Kyrkos Fanourakis | Director Of Financial Planning | 5-10% | 2025 |
| Edmund Vincent Malone Control | Chief Compliance Officer | Under 5% | 2022 |
| Michael Wayne Kelley Control | Vice President | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Dagco, Inc. manage?
Dagco, Inc. reports $628.7 million in regulatory assets under management on its Form ADV.
How many employees does Dagco, Inc. have?
Dagco, Inc. reports 8 employees.
Where is Dagco, Inc. located?
Dagco, Inc. is based in Westlake, OH and has been SEC-registered since 1996.
Does Dagco, Inc. disclose fund performance?
Dagco, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27366 Center Ridge Road, Westlake, OH 44145 |
| Phone | 440-899-4000 |
| Fax | 440-899-9030 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1767343 |
| Discloses disciplinary history | No |
Regulatory AUM
$628.7M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$628.7Mregulatory AUM
Discretionary $620.6MNon-discretionary $8.1M