# 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.

- CRD: 135281
- Filed as: DASH INVESTMENTS
- Legal name: Dash Acquisitions Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135281
- AdvisorCensus page: https://advisorcensus.com/firm/dash-investments-plano-tx-135281

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- 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

> 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)

> 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

> A minimum annual fee of $12,500 applies.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $681,637,820
- Discretionary: $681,637,820
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $30,476,984 |
| High net worth individuals | 340 | $650,416,331 |
| Charitable organizations | 1 | $744,505 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Plano, TX

### Websites listed on Form ADV (Item 1.I)
- dashinvestments.com
- Facebook @DASH-INVESTMENTS-143069625830843
- LinkedIn @DASH-INVESTMENTS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $191,454,826 | 8 | June 29, 2021 |
| October 2022 | $289,854,977 | 8 | April 15, 2022 |
| October 2023 | $341,577,536 | 7 | July 19, 2023 |
| October 2024 | $501,201,606 | 9 | July 3, 2024 |
| October 2025 | $620,291,414 | 9 | June 10, 2025 |
| October 2026 | $681,637,820 | 9 | September 10, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dash Investments (CRD 135281): Form ADV filing data as of October 2026.