| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Troy Shaver Control | Chairman Emeritus | Under 5% | 2023 |
| Dividend Assets Capital Holdings, Inc. Employee Stock Ownership Plan | Employee Stock Ownership Plan | Over 75% | 2014 |
| Greatbanc Trust Company | Trustee | Over 75% | 2021 |
Dividend Assets Capital, LLC reports $620.1 million in regulatory assets under management on its Form ADV.
Dividend Assets Capital, LLC reports 8 employees.
Dividend Assets Capital, LLC is based in Ridgeland, SC and has been SEC-registered since 2004.
Dividend Assets Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 58 Riverwalk Blvd., Ridgeland, SC 29936-8126 |
| Phone | 843.645.9700 |
| Fax | 843.645.9701 |
| Office hours | 8:30 a.m. - 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1365167 |
| Discloses disciplinary history | No |
| Discretionary | $620.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $620.1M |