Dividend Assets Capital, LLC

Dividend Assets Capital, LLC (CRD# 129973) is a financial advisory firm headquartered in Ridgeland, SC. They manage $4,168,311,873 in 812 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,168
    MILLION
  • Total Number of Accounts
    812
    ACCOUNTS
  • Average Account Value
    $5,133,389
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, KY, LA, MA, MD, ME, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Dividend Assets Capital, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jere E. Estes
CRD#: 856535
58 Riverwalk Blvd., Ridgeland, SC 29936
96
Wealthminder
score

Jere Estes (CRD# 856535) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 24 years of experience in the finance industry.

2
Michael W. Nix
CRD#: 2627320
58 Riverwalk Blvd., Ridgeland, SC 29936
96
Wealthminder
score

Michael Nix (CRD# 2627320) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 22 years of experience in the finance industry.

3
Eugene F. Balerna
CRD#: 2239066
58 Riverwalk Blvd., Ridgeland, SC 29936
93
Wealthminder
score

Eugene Balerna (CRD# 2239066) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 25 years of experience in the finance industry.

4
John C. Cheshire
CRD#: 2191045
58 Riverwalk Blvd., Ridgeland, SC 29936
93
Wealthminder
score

John Cheshire (CRD# 2191045) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 25 years of experience in the finance industry.

5
Charles T. Shaver
CRD#: 420440
58 Riverwalk Boulevard, Ridgeland, SC 29936
93
Wealthminder
score

Charles Shaver (CRD# 420440) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 25 years of experience in the finance industry.

6
Peter G. Gerry
CRD#: 6224587
58 Riverwalk Blvd., Ridgeland, SC 29936
89
Wealthminder
score

Peter Gerry (CRD# 6224587) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 4 years of experience in the finance industry.

7
Edward P. Taylor
CRD#: 6190824
58 Riverwalk Blvd., Ridgeland, SC 29936
89
Wealthminder
score

Edward Taylor (CRD# 6190824) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 4 years of experience in the finance industry.

8
Einar S. Trosdal
CRD#: 1227205
58 Riverwalk Blvd., Ridgeland, SC 29936
83
Wealthminder
score

Einar Trosdal (CRD# 1227205) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 21 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.