Dare Capital Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 113382
· Nags Head, NC
· WWW.DARECAPITAL.COM
☆ Save with Pro
ADV data as of Sep 11, 2026
- Regulatory AUM
- $21.3M
- Discretionary
- $21.3M
- Clients
- 54
- Avg AUM / client
- $394K
- Accounts
- 95
- Employees
- 0
AUM over time
$21.3M
$21.3M
Mar 16, 2026
Sep 11, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 47 | $13.8M | 65.0% |
| High net worth individuals | 7 | $7.4M | 35.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $14.6M (69% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 11, 2026.
View current Form ADV (SEC/IAPD) ↗