DOLAN CAPITAL ADVISORS, LLC

DOLAN CAPITAL ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 269886). Regulatory assets under management: $179.1M.

Registration

• CRD: 269886
• SEC file number: 801-130232
• Type: Registered investment adviser
• Location: 15720 BRIXHAM HILL AVENUE, SUITE 300, CHARLOTTE, NC, 28277
• Phone: (704) 887-4969
• Latest filing: 2026-03-30
• Regulatory AUM: $179.1M
• Discretionary AUM: $179.1M
• Clients: 4
• Accounts: 354

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269886 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search