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DEDICATED CAPITAL ADVISORS, LLC

SAN FRANCISCO, CA · CRD 168132 · IAPD ↗ · dedicated-cap.com · 415-765-1778

$162.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — DEDICATED CAPITAL ADVISORS, LLC reported RAUM up 36% ($119.2M -> $162.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.