# Dolan Capital Advisors, LLC

> Dolan Capital Advisors, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 269886
- Filed as: DOLAN CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/269886
- AdvisorCensus page: https://advisorcensus.com/firm/dolan-capital-advisors-llc-charlotte-nc-269886

## Quick answers

**How is Dolan Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dolan Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Dolan Capital Advisors, LLC located?**
Dolan Capital Advisors, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Dolan Capital Advisors, LLC registered with the SEC or a state?**
Dolan Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 269886.

**How much does Dolan Capital Advisors, LLC manage?**
Dolan Capital Advisors, LLC reports $179,147,870 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Dolan Capital Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Dolan Capital Advisors, LLC: Regulatory assets under management: $127,233,025 in the October 2024 data and $179,147,870 in the October 2026 data, up 41%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dolan Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (39).

**Which custodians does Dolan Capital Advisors, LLC use?**
Dolan Capital Advisors, LLC's 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 Dolan Capital Advisors, LLC 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/269886

**What changed in Dolan Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $146,049,832 to $179,147,870 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Minimum annual fee: $8,000

> We charge a minimum annual fee of $8,000 for all new clients to open an advisory account. At our discretion we may waive or reduce the minimum fee.

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: $179,147,870
- Discretionary: $179,147,870
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $18,446,360 |
| High net worth individuals | 44 | $160,701,510 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: GA, NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dolanca.com
- Facebook @DOLANCAPITAL
- Instagram @dolancapitaladvisors
- LinkedIn @6619948
- X @DOLAN_CAPITAL
- YouTube @UCfjcPv50Jy3Apjo7UwI24uQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $127,233,025 | 4 | July 10, 2024 |
| October 2025 | $146,049,832 | 4 | March 26, 2025 |
| October 2026 | $179,147,870 | 4 | March 30, 2026 |

Regulatory assets under management: $127,233,025 in the October 2024 data and $179,147,870 in the October 2026 data, up 41%.
Total employees: 4 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $146,049,832 to $179,147,870 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dolan Capital Advisors, LLC (CRD 269886): Form ADV filing data as of October 2026.