Dedicated Capital Advisors, LLC

Dedicated Capital Advisors, LLC (CRD# 168132) is a financial advisory firm headquartered in San Francisco, CA. They manage $106,050,182 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
601 Montgomery St., Suite 1111, San Francisco, CA 94111
https://www.dedicated-cap.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $981,946
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dedicated Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kurt Rauzi, financial advisor San Francisco CA
Kurt W. Rauzi
CRD#: 1365507
601 Montgomery St., Suite 1111, San Francisco, CA 94111

Kurt Rauzi (CRD# 1365507) is an Investment Advisor Representative working at Dedicated Capital Advisors, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.

2
Juan Zuniga, financial advisor San Francisco CA
Juan R. Zuniga
CRD#: 4743043
601 Montgomery St., Suite 1111, San Francisco, CA 94111

Juan Zuniga (CRD# 4743043) is an Investment Advisor Representative working at Dedicated Capital Advisors, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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