AdvisorCensus / Financial advisors / Texas / Dallas / Dash Investments
Dash Investments is an SEC-registered investment advisory firm in Plano, TX, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 10, 2026.
Quick answers
From the filingHow is Dash Investments compensated?
On its Form ADV (Item 5.E, October 2026), Dash Investments reports these compensation arrangements: a percentage of assets under its management.
What does Dash Investments' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $1,000,000: 1.25% a year; $1,000,000 to $5,000,000: 1.15% a year; Above $5,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Dash Investments located?
Dash Investments' principal office is in Plano, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Dash Investments registered with the SEC or a state?
Dash Investments is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 135281.
How much does Dash Investments manage?
Dash Investments reports $681,637,820 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).
How have Dash Investments' assets and staff changed since 2021?
In the Form ADV data for Dash Investments: Regulatory assets under management: $191,454,826 in the October 2021 data and $681,637,820 in the October 2026 data, up 256%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Dash Investments serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (340); individuals (other than high net worth individuals) (92); charitable organizations (1).
Which custodians does Dash Investments use?
Dash Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Dash Investments report any disciplinary disclosures?
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/135281
Does Dash Investments state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Dash targets accounts of at least $1,000,000 in investable assets but may accept smaller accounts at its discretion." "The minimum initial account value is $1,000,000. Exceptions may be made at Dash’s discretion."
What changed in Dash Investments' recent Form ADV filings?
In the October 2026 filing data: No longer lists an office in Plano, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.25% |
| $1,000,000 to $5,000,000 | 1.15% |
| Above $5,000,000 | 1% |
The brochure's wording
Fee Schedule Account Value Annual Fee Rate First $1 Million 1.25% Next $4 Million 1.15% Over $5 Million 1.00%
Dash may negotiate a flat annual rate. Advisory fees are negotiable based on the type of client, services requested, complexity of the client’s situation, and other relevant factors.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Dash targets accounts of at least $1,000,000 in investable assets but may accept smaller accounts at its discretion.
The minimum initial account value is $1,000,000. Exceptions may be made at Dash’s discretion.
Minimum annual fee: $12,500
The brochure's wording
A minimum annual fee of $12,500 applies.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$681,637,820 as of October 2026, filing dated September 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Dash Acquisitions Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 9. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
52 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $681,637,820 | 9 | September 10, 2026 |
| October 2025 | $620,291,414 | 9 | June 10, 2025 |
| October 2024 | $501,201,606 | 9 | July 3, 2024 |
| October 2023 | $341,577,536 | 7 | July 19, 2023 |
| October 2022 | $289,854,977 | 8 | April 15, 2022 |
| October 2021 | $191,454,826 | 8 | June 29, 2021 |
Regulatory assets under management: $191,454,826 in the October 2021 data and $681,637,820 in the October 2026 data, up 256%.
Total employees: 8 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- No longer lists an office in Plano, TX.
- April 2026
- Employees performing advisory functions went from 4 to 7.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Dash Investments (CRD 135281): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/dash-investments-plano-tx-135281