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DOLAN CAPITAL ADVISORS, LLC

CRD 269886 · SEC 801-130232

Visit website

15720 BRIXHAM HILL AVENUE, SUITE 300, CHARLOTTE, NC, 28277, United States

Phone

(704) 887-4969

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$179.1M

Discretionary AUM

$179.1M

Team

4 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals39$18.4M
High net worth individuals44$160.7M

States served

GA, NC, SC

All web addresses on file

Official SEC filing: View on IAPD