Dolan Capital Advisors
Investment Management • 
Charlotte, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 15720 Brixham Hill Avenue, 300, Charlotte, NC 28277, US |
| Phone number | +17048874969 |
| Website | |
| NAICS | 5231 |
| Keywords | Tax Planning, Retirement Planning, Financial Planning, Investment Management |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Dolan Capital Advisors
Benjamin Dolan
President & Founder
Dolan Capital Advisors Email Formats
Dolan Capital Advisors uses 2 email formats. The most common is {first initial} (e.g., j@dolanca.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@dolanca.com | 66.7% |
{first name} | john@dolanca.com | 33.3% |
About Dolan Capital Advisors
Charlotte-based Dolan Capital Advisors, Inc (DCA) is a fee-only investment management and financial planning firm serving individuals, families, corporations, and non-profit organizations. Whether you are nearing retirement, a new parent, or just starting your career, we are passionate about helping you make smart financial decisions. DCA has the following core values: Fee-Only - Our compensation comes from one source: our clients. We don’t accept commissions, sell mutual funds or insurance, and we don’t pay for referrals. We believe being fee-only is important because it eliminates potential conflicts of interest. Fiduciary - We commit to always act in the best interests of our clients. Service - Our process begins and ends with you. With an in-depth understanding of your goals and objectives, we aim to simplify your finances so you can enjoy life on your terms. Independent - Being an independent firm, unconstrained from the pressure to sell investment products, our highest priority is a commitment to providing objective, unbiased advice to help our clients meet their financial goals. Credentials - When you choose DCA you work with a CERTIFIED FINANCIAL PLANNER™ professional. DCA provides comprehensive financial planning by reviewing client investments, taxes, education planning, charitable giving and estate planning. Building wealth by making smart financial decisions takes a team effort. We believe disciplined, collaborative, and continuous financial planning, with the help of a CERTIFIED FINANCIAL PLANNER™ professional, has the power to change financial lives for generations.
Dolan Capital Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Dolan Capital Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Dolan Capital Advisors has never raised funding before.
Dolan Capital Advisors Tech Stack
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Frequently asked questions
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