DBA: DIRECTED CAPITAL ADVISORS
| Total AUM | $419.6M |
| Discretionary | $419.6M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $139.9M |
| Employees | 35 |
| Peak AUM | $419.6MMar 2026 |
| AUM CAGR | +7.0% /yrover 13 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $420M | +6.0% | +10.2% | +4.9% | |
| Discretionary AUM | |||||
| Total AUM | $419.6M |
| Discretionary | $419.6M |
| Employees | 35 |
| Client Accounts | 3 |
Address
150 SECOND AVENUE N.
ST. PETERSBURG FL 33701
Phone
727-341-8380
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$420M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$420M
| $420M |
| +6.0% |
| +10.2% |
| +4.9% |
| Total Accounts | 3 | 50.0% | 15.7% | 9.7% |
| Avg Account Size | $140M | +112.0% | +30.7% | +16.2% |
| Employees | 35 | 0.0% | +5.3% | +3.1% |
| AUM / Employee | $12M | +6.0% | +4.7% | +1.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $420M | +6.0% | +10.2% | +4.9% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 50.0% | 15.7% | 9.7% | |