Christopher
Stephenson

Dca Family Office, LLC

CRD#7794574
Investment Advisor
in Roseville, CA

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About this Advisor

Christopher Stephenson is a financial advisor based in Roseville, California, working with Dca Family Office, LLC. Christopher has previously held positions at Dca Family Office LLC, Concrete Venture Capital, Penryn Capital, Aig Global Real Estate, and experienced a Non-Compete Unemployment Period. Christopher has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Christopher is part of Dca Family Office, LLC, which operates out of Roseville, California. The firm has 18 employees and manages assets totaling $138.5 million. The services offered by the firm include portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Dca Family Office, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3721 Douglas Blvd Suite 350
Roseville, CA 95661

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Dca Family Office, LLC Brokerage Details

Total Assets Under Management

$138,510,973

CA Average: $7,578,581,321
Total Number of Employees

18

CA Average: 43
Total Number of Accounts

1

CA Average: 3,727
Average Account Size

$138,510,973

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Christopher Stephenson Work History

2022 - Present (2 years)

Dca Family Office LLC

2018 - 2021 (3 years)

Concrete Venture Capital

2017 - 2021 (4 years)

Penryn Capital

2016 - 2016 (< 1 year)

Non-Compete Unemployment Period

2010 - 2016 (6 years)

Aig Global Real Estate

Disclosures

Please visit the SEC profile of Christopher Stephenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dca Family Office, LLC

Thomas Bratkovich
Roseville, CA
Christopher Stephenson
Roseville, CA
Kristofer Jones
Roseville, CA
Zachary Scholfield
Roseville, CA
Curtis Rocca
Roseville, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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