{
  "crd_number": 105933,
  "slug": "dartmouth-capital-advisors-inc-105933",
  "primary_business_name": "DARTMOUTH CAPITAL ADVISORS, INC.",
  "legal_name": "DARTMOUTH CAPITAL ADVISORS, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-06-27",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 167574179.0,
  "raum_discretionary": 167574179.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 24084977.0,
      "count": 2
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 135595450.0,
      "count": 12
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 7893752.0,
      "count": 1
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105933",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/dartmouth-capital-advisors-inc-105933",
  "display_name": "Dartmouth Capital Advisors, Inc.",
  "summary": "Dartmouth Capital Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1995, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Dartmouth Capital Advisors, Inc. (CRD 105933): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Dartmouth Capital Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dartmouth Capital Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Dartmouth Capital Advisors, Inc. registered with the SEC or a state?",
      "a": "Dartmouth Capital Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 105933."
    },
    {
      "q": "How much does Dartmouth Capital Advisors, Inc. manage?",
      "a": "Dartmouth Capital Advisors, Inc. reports $167,574,179 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Dartmouth Capital Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dartmouth Capital Advisors, Inc.: Regulatory assets under management: $115,550,515 in the October 2021 data and $167,574,179 in the October 2026 data, up 45%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dartmouth Capital Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (2); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Does Dartmouth Capital Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105933"
    },
    {
      "q": "What changed in Dartmouth Capital Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $144,184,176 to $167,574,179 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 115550515.0,
      "total_employees": 1,
      "filing_date": "2021-01-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 114749755.0,
      "total_employees": 1,
      "filing_date": "2022-01-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 110512571.0,
      "total_employees": 1,
      "filing_date": "2023-01-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 142533323.0,
      "total_employees": 1,
      "filing_date": "2024-01-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 144184176.0,
      "total_employees": 1,
      "filing_date": "2025-01-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 167574179.0,
      "total_employees": 1,
      "filing_date": "2026-07-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $144,184,176 to $167,574,179 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dartmouth-capital-advisors-inc-105933.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 135595450.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 24084977.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 7893752.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105933",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}