DYER & COMPANY, L.L.C.

DYER & COMPANY, L.L.C. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 298855). Regulatory assets under management: $73.2M.

Registration

• CRD: 298855
• Type: Registered investment adviser
• Location: 300 EAST BOULEVARD, CHARLOTTE, NC, 28203
• Phone: (704) 323-6872
• Latest filing: 2026-02-04
• Regulatory AUM: $73.2M
• Discretionary AUM: $72.5M
• Non-discretionary AUM: $674K
• Clients: 2
• Accounts: 113

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298855 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search