Industry Capital Advisors, LLC

Industry Capital Advisors, LLC (CRD# 162367) is a financial advisory firm headquartered in San Francisco, CA. They manage $302,200,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $30,220,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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, TX

Financial Advisors at Industry Capital Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Warren L. Dewar
CRD#: 3142283
One Sansome Street, Floor 15, San Francisco, CA 94104
93
Wealthminder
score

Warren Dewar (CRD# 3142283) is an Investment Advisor Representative working at Industry Capital Advisors, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

2
Andrew C. Holmberg
CRD#: 5179541
One Sansome Street, Floor 15, San Francisco, CA 94104
93
Wealthminder
score

Andrew Holmberg (CRD# 5179541) is an Investment Advisor Representative working at Industry Capital Advisors, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

3
Dana B. Levy-Germain
CRD#: 4823661
Bellaire, TX
93
Wealthminder
score

Dana Levy-Germain (CRD# 4823661) is an Investment Advisor Representative working at Industry Capital Advisors, LLC in Bellaire, TX and has over 12 years of experience in the finance industry.

4
Bolutife Odusanya
CRD#: 5545134
Atlanta, GA
93
Wealthminder
score

Bolutife Odusanya (CRD# 5545134) is an Investment Advisor Representative working at Industry Capital Advisors, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

5
Tom P. Blix
CRD#: 4470286
One Sansome Street, Floor 15, San Francisco, CA 94104
90
Wealthminder
score

Tom Blix (CRD# 4470286) is an Investment Advisor Representative working at Industry Capital Advisors, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

6
Shuling Yao
CRD#: 6104695
One Sansome Street, Floor 15, San Francisco, CA 94104
90
Wealthminder
score

Shuling Yao (CRD# 6104695) is an Investment Advisor Representative working at Industry Capital Advisors, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

7
Kingston K. Wu
CRD#: 5635527
One Sansome Street, Floor 15, San Francisco, CA 94104
89
Wealthminder
score

Kingston Wu (CRD# 5635527) is an Investment Advisor Representative working at Industry Capital Advisors, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

8
Marc B. Snegg
CRD#: 6253984
One Sansome Street, Floor 15, San Francisco, CA 94104
88
Wealthminder
score

Marc Snegg (CRD# 6253984) is an Investment Advisor Representative working at Industry Capital Advisors, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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