Dravo Bay LLC
● SEC registered since 2020CRD 298558SEC# 801-117998Rehoboth Beach, DE
Reg. AUM
$381.8M
Employees
10
Accounts
795
Location
Rehoboth Beach, DE
Dravo Bay LLC assets under management
Dravo Bay LLC operates as an SEC-registered investment adviser based in Rehoboth Beach, DE. The firm has been registered since 2020. It reports $381.8 million in regulatory assets under management and employs 10 people.
Dravo Bay LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carter Alan McClung Control | Director Of Financial Planning | Under 5% | 2025 |
| Kelly Nicole Wilson Control | Chief Compliance Officer & Director Of Retirement Plans | Under 5% | 2020 |
| Todd Ashley Roselle Control | Principal | Over 75% | 2018 |
Frequently asked questions
How much does Dravo Bay LLC manage?
Dravo Bay LLC reports $381.8 million in regulatory assets under management on its Form ADV.
How many employees does Dravo Bay LLC have?
Dravo Bay LLC reports 10 employees.
Where is Dravo Bay LLC located?
Dravo Bay LLC is based in Rehoboth Beach, DE and has been SEC-registered since 2020.
Does Dravo Bay LLC disclose fund performance?
Dravo Bay LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 37458 Oyster House Road, Rehoboth Beach, DE 19971 |
| Phone | (302) 752-6637 |
| Fax | (302) 752-6637 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1910389 |
| Discloses disciplinary history | No |
Regulatory AUM
$381.8M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$381.8Mregulatory AUM
Discretionary $278.7MNon-discretionary $103.1M