DARTMOUTH CAPITAL ADVISORS, INC.
  • DARTMOUTH CAPITAL ADVISORS, INC.
  • C.S. MCKEE, L.P.
  • DARMOUTH CAPITAL ADVISORS INC

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Adviser Profile

As of Date 07/16/2026
Registration SEC, Approved, 06/27/1995
Contact Info 412 xxxxxxx
AUM* 167,574,179 18%
of that, discretionary 167,574,179 18%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 11,171,612 119%
% High Net Worth 80.00% -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

168M 144M 120M 96M 72M 48M 24M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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