RIA Intel›Advisers›Virginia›DYSON CAPITAL ADVISORS, LLC

DYSON CAPITAL ADVISORS, LLC

Advisory

N·ALEXANDRIA, VA

Data as of Apr 21, 2022 · Source: SEC Form ADV

Total AUM

$3.5B

1-Year AUM Growth

+25.8%

3-Year CAGR

+25.6%

Employees

10

Assets Under Management

Total AUM$3.5B

Discretionary AUM$689M

Non-Discretionary AUM$2.8B

Discretionary %19.7%

Total Clients—

Team

Total Employees10

Investment Advisers28

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingJun 29, 2010

Latest FilingApr 21, 2022

🔒 Full AUM trend chart and 19 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DYSON CAPITAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.