Dolan Capital Advisors, Inc.

Dolan Capital Advisors, Inc. (CRD# 269886) is a financial advisory firm headquartered in Charlotte, NC. They manage $38,000,000 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
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.


Financial Advisors at Dolan Capital Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
Benjamin T. Dolan
CRD#: 6353307
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277

Benjamin Dolan (CRD# 6353307) is an Investment Advisor Representative working at Dolan Capital Advisors, Inc. in Charlotte, NC and has over 3 years of experience in the finance industry. Benjamin Dolan 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.

Paula C. Moore
CRD#: 5996819
Davidson, NC

Paula Moore (CRD# 5996819) is an Investment Advisor Representative working at Dolan Capital Advisors, Inc. in Davidson, NC and has 1 year of experience in the finance industry.

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