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DUBOIS CAPITAL MANAGEMENT LLC

Advisory

NY

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in NY

#5,692

of 5,722 advisers by AUM

Average account

$90K

across 1 accounts

AUM per adviser

$90K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$90K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$90K

Discretionary AUM$90K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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