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DCA FAMILY OFFICE, LLC

ROSEVILLE, CA · CRD 322047 · IAPD ↗ · (279) 221-2144

$119.9MRegulatory AUM
7Advisory reps
16Employees
2Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2026 — DCA FAMILY OFFICE, LLC reported RAUM down 26% ($161.7M -> $119.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
57
April 2025 — DCA FAMILY OFFICE, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — DCA FAMILY OFFICE, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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