DIVIDEND ASSETS CAPITAL, LLC
B52
CRD 129973·SEC 801-62643·RIDGELAND, SC
AUM
$540.8M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $717.5M
'21 · $747.6M
'22 · $574.5M
'23 · $585.4M
'25 · $620.1M
'26 · $540.8M
'20'26
$717.5M → $540.8M▼ -25%
Client mix
| Individuals Other | 333 |
| Individuals High Net Worth | 49 |
| Corporations | 13 |
| Charitable Organizations | 3 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 7 advisors
'25 · 5 advisors
'26 · 3 advisors
'20'26
6 advisors → 3 advisors▼ -50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (26)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
58 RIVERWALK BLVDRIDGELAND, SC 29936
Business
58 RIVERWALK BLVDRIDGELAND, SC 29936
Edgar Recent Filings
13F-HR2026-04-28 · 0001999371-26-009260
13F-HR2026-02-12 · 0001999371-26-003138
Fdic Zip Branches Raw
First National BankRidgeland, SC
Carolina First Savings Bank, F.S.B.Ridgeland, SC
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 34,328 |
| Returns | 2,680 |
Stub 2
| AGI | 74,339 |
| Returns | 2,050 |
Stub 3
| AGI | 58,806 |
| Returns | 970 |