# "Tate Asset Management" and "DCO Wealth Management"

> "Tate Asset Management" and "DCO Wealth Management" is an SEC-registered investment advisory firm in Rancho Santa Fe, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 160657
- Filed as: "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
- Legal name: Acas, LLC
- Also doing business as: DCO WEALTH MANAGEMENT, J & F WEALTH MANAGEMENT, PRO-VISION WEALTH MANAGEMENT, TATE ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rancho Santa Fe, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160657
- AdvisorCensus page: https://advisorcensus.com/firm/tate-asset-management-and-dco-wealth-management-rancho-santa-fe-ca-160657

## Quick answers

**How is "Tate Asset Management" and "DCO Wealth Management" compensated?**
On its Form ADV (Item 5.E, October 2026), "Tate Asset Management" and "DCO Wealth Management" reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does "Tate Asset Management" and "DCO Wealth Management" charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $75 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is "Tate Asset Management" and "DCO Wealth Management" located?**
"Tate Asset Management" and "DCO Wealth Management"'s principal office is in Rancho Santa Fe, CA, according to its Form ADV.

**Is "Tate Asset Management" and "DCO Wealth Management" registered with the SEC or a state?**
"Tate Asset Management" and "DCO Wealth Management" is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 160657.

**How much does "Tate Asset Management" and "DCO Wealth Management" manage?**
"Tate Asset Management" and "DCO Wealth Management" reports $393,386,204 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary).

**How have "Tate Asset Management" and "DCO Wealth Management"'s assets and staff changed since 2021?**
In the Form ADV data for "Tate Asset Management" and "DCO Wealth Management": Regulatory assets under management: $243,303,577 in the October 2021 data and $393,386,204 in the October 2026 data, up 62%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does "Tate Asset Management" and "DCO Wealth Management" serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (114); pension and profit sharing plans (but not the plan participants or government pension plans) (19).

**Which custodians does "Tate Asset Management" and "DCO Wealth Management" use?**
"Tate Asset Management" and "DCO Wealth Management"'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 "Tate Asset Management" and "DCO Wealth Management" 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/160657

**Does "Tate Asset Management" and "DCO Wealth Management" state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is no account minimum."

**What changed in "Tate Asset Management" and "DCO Wealth Management"'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $322,995,213 to $393,386,204 (+22%). Registered or notice-filed in NY.

## 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 31, 2026)

- Account minimum: None

> There is no account minimum.

- Hourly rate: $75 to $500 an hour (financial planning services)

> Hourly rates generally range from $75 to $500 per hour. Fees are billed in 15-minute increments.

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: $393,386,204
- Discretionary: $386,944,374
- Non-discretionary: $6,441,830

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $34,275,300 |
| High net worth individuals | 114 | $287,837,532 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $45,784,441 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 9 | $25,488,931 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, NY, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dcowealthmanagement.com
- jf-wm.com
- pro-visionwealth.com
- tateassetmanagement.com
- Facebook @Tate-Asset-Management-621014867936081
- LinkedIn @inm
- X @tateassetmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $243,303,577 | 5 | April 13, 2021 |
| October 2022 | $220,930,297 | 5 | March 28, 2022 |
| October 2023 | $206,764,176 | 5 | March 17, 2023 |
| October 2024 | $274,130,458 | 5 | April 26, 2024 |
| October 2025 | $322,995,213 | 5 | March 18, 2025 |
| October 2026 | $393,386,204 | 5 | March 31, 2026 |

Regulatory assets under management: $243,303,577 in the October 2021 data and $393,386,204 in the October 2026 data, up 62%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $322,995,213 to $393,386,204 (+22%).
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. "Tate Asset Management" and "DCO Wealth Management" (CRD 160657): Form ADV filing data as of October 2026.