Dolan Capital Advisors, Inc.
Dolan Capital Advisors, Inc. (CRD# 269886) is a financial advisory firm headquartered in Charlotte, NC. They manage $104,276,751 in 267 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management104MILLION
-
Total Number of Accounts267ACCOUNTS
-
Average Account Value$390,550
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC
Financial Advisors at Dolan Capital Advisors, Inc.
1
Benjamin Dolan (CRD# 6353307) is an Investment Advisor Representative working at Dolan Capital Advisors, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.
2
Michael Foster (CRD# 6869849) is an Investment Advisor Representative working at Dolan Capital Advisors, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.