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Dartmouth Capital Advisors, Inc.

● SEC registered since 1995CRD 105933SEC# 801-49300
Export (members)
Reg. AUM
$167.6M
Employees
1
Accounts
15
Location

Dartmouth Capital Advisors, Inc. assets under management

Dartmouth Capital Advisors, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 1995. It reports $167.6 million in regulatory assets under management and employs 1 people.

Dartmouth Capital Advisors, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Bridget Ellen MelvinOwner5-10%1995
Casey Anne MelvinOwner5-10%1995
Danielle Jude MelvinOwner5-10%1995
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Frequently asked questions

How much does Dartmouth Capital Advisors, Inc. manage?

Dartmouth Capital Advisors, Inc. reports $167.6 million in regulatory assets under management on its Form ADV.

How many employees does Dartmouth Capital Advisors, Inc. have?

Dartmouth Capital Advisors, Inc. reports 1 employees.

Does Dartmouth Capital Advisors, Inc. disclose fund performance?

Dartmouth Capital Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone412-585-5014
Office hours8a.m. - 8p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$167.6M▲ 16%
Jan '25 — $144.2MFeb '25 — $144.2MMar '25 — $144.2MApr '25 — $144.2MMay '25 — $144.2MJun '25 — $144.2MJul '25 — $144.2MAug '25 — $144.2MSep '25 — $144.2MOct '25 — $144.2MNov '25 — $144.2MDec '25 — $144.2MJan '26 — $167.6MFeb '26 — $167.6MMar '26 — $167.6MApr '26 — $167.6MMay '26 — $167.6MJun '26 — $167.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$167.6Mregulatory AUM
Discretionary $167.6M