Dividend Assets Capital, LLC

Dividend Assets Capital, LLC (CRD# 129973) is a financial advisory firm headquartered in Ridgeland, SC. They manage $2,655,959,795 in 1,180 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,656
    MILLION
  • Total Number of Accounts
    1,180
    ACCOUNTS
  • Average Account Value
    $2,250,813
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
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.

AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Dividend Assets Capital, LLC
Showing 1 - 10 of 10 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 25 years of experience in the finance industry.

2
James G. Haley
CRD#: 2905149
58 Riverwalk Blvd., Building 2, Suite A, Ridgeland, SC 29936
96
Wealthminder
score

James Haley (CRD# 2905149) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 20 years of experience in the finance industry. James Haley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Alan E. Johnson
CRD#: 1776563
58 Riverwalk Boulevard, Ridgeland, SC 29936
96
Wealthminder
score

Alan Johnson (CRD# 1776563) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 26 years of experience in the finance industry. Alan Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael P. Kuehn
CRD#: 5241951
58 Riverwalk Blvd., Ridgeland, SC 29936
96
Wealthminder
score

Michael Kuehn (CRD# 5241951) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 11 years of experience in the finance industry.

5
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.

6
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 26 years of experience in the finance industry.

7
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.

8
Peter G. Gerry
CRD#: 6224587
58 Riverwalk Blvd., Ridgeland, SC 29936
90
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.

9
Edward P. Taylor
CRD#: 6190824
58 Riverwalk Blvd., Ridgeland, SC 29936
90
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.

10
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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