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Dlb Capital Management, Inc. (Jacksonville)


Dlb Capital Management, Inc. is a large advisory firm based in Jacksonville. It manages $47 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003.

Dlb Capital Management provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dlb Capital Management: assets under management

The assets under management (AUM) of Dlb Capital Management, Inc. is $47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dlb Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jacksonville

The principal office where Dlb Capital Management, Inc. performs its advisory services is located at 716 Peppervine Ave, Jacksonville, FL 32259, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-230-1100 or by fax 904-230-1171. The normal business hours are 8:00 - 5:00 on Monday - Friday.


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