Dyer Capital Management, Inc. (Marion)


Dyer Capital Management, Inc. is an adviser based in Marion. It manages $27.14 million of regulatory assets for 254 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Massachusetts and Texas.

Dyer Capital Management provides portfolio management for individuals and small businesses and pay bills for client upon request. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dyer Capital Management: assets under management

The assets under management (AUM) of Dyer Capital Management, Inc. is $27.14 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.84 million in discretionary accounts and $300.93 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $106.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100.31 thousand.
Dyer Capital Management has custody of $7.5 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dyer Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marion

The principal office where Dyer Capital Management, Inc. performs its advisory services is located at 9 Cottage Street, Marion, MA 02738 0007 The mailing address of the firm is P.O. Box 388, Marion, MA 02738 0007. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-748-3030 or by fax 508-748-2791. The normal business hours are 9:00 - 4:00 on Monday - Friday.

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