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DOLAN CAPITAL ADVISORS, LLC

C39
CRD 269886·SEC 801-130232·CHARLOTTE, NC
AUM
$179.1M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$537K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DOLAN CAPITAL ADVISORS, LLC
CRD
269886
SEC file #
801-130232
EIN
—
DBA names
—

Economics

AUM
$179.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$146.0M → $179.1M▲ +23%
Client mix
Individuals High Net Worth44
Individuals Other39

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
youtube.com/channel/ucfjcpv50jy3apjo7uwi24uq

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOLAN FAMILY, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
DOLAN FAMILY, INC.
M.E. FOSTER, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade5
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
DOLAN, BENJAMIN, TIMOTHY
IAR · Executive Officer · 2.5%
6353307
MICHAEL EDWARD FOSTER
IAR
6869849