ACAS, LLC
Doing business as "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT". SEC Form ADV profile.
Total regulatory AUM
$393,386,204
Discretionary
$386,944,374
Non-discretionary
$6,441,830
Firm details
- CRD number
- 160657
- SEC file number
- 801-110370
- Main office
- RANCHO SANTA FE, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.