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Dividend Assets Capital,
The Financial Advisor will serve high‑net‑worth individuals, families, trusts, and foundations by providing comprehensive financial planning, investment management, and ongoing client advice. Working alongside seasoned investment professionals, the advisor will build and maintain trusted relationships, lead portfolio reviews, and contribute to the firm’s growth through business development and mentorship.
Dividend Assets Capital (DAC) is an employee-owned boutique wealth management and investment firm based in South Carolina's Lowcountry. The firm specializes in a dividend growth investment philosophy, focusing on companies that have grown dividends by double digits for a decade or more, available through their 3D Dividend Growth ETF (DVGR). DAC serves individuals and families, financial advisors, and institutional clients with personalized investment strategies and comprehensive wealth management solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Dividend Assets Capital,.
Dividend Assets Capital, didn’t post a salary, so this is our estimate from similar listings.
25% above the average for this role