Dolan Capital Advisors, LLC
● SEC registered since 2024CRD 269886SEC# 801-130232Charlotte, NC
Reg. AUM
$179.1M
Employees
4
Accounts
354
Location
Charlotte, NC
Dolan Capital Advisors, LLC assets under management
Dolan Capital Advisors, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2024. It reports $179.1 million in regulatory assets under management and employs 4 people.
Dolan Capital Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Timothy Dolan Control | President, Chief Compliance Officer | Under 5% | 2015 |
| Dolan Family, Inc. Control | Managing Member | Over 75% | 2025 |
| M.e. Foster, LLC | Member | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Dolan Capital Advisors, LLC manage?
Dolan Capital Advisors, LLC reports $179.1 million in regulatory assets under management on its Form ADV.
How many employees does Dolan Capital Advisors, LLC have?
Dolan Capital Advisors, LLC reports 4 employees.
Where is Dolan Capital Advisors, LLC located?
Dolan Capital Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2024.
Does Dolan Capital Advisors, LLC disclose fund performance?
Dolan Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277 |
| Phone | (704) 887-4969 |
| Office hours | 8:30a.m.- 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$179.1M▲ 41%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$179.1Mregulatory AUM
Discretionary $179.1M