ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Dividend Assets Capital Named Top 250 RIAs to Watch

By: Prodigy
09/23/2025, Ridgeland, SC // PRODIGY: Feature Story //

Dividend Assets Capital, LLC (DAC), a top South Carolina-based wealth management firm, has once again been recognized among AdvisorHub’s Top 250 RIAs to Watch. Since its establishment in 2013, DAC has built a reputation for providing trusted wealth management solutions, and this marks the second consecutive year the firm has earned a place on the prestigious list.

AdvisorHub’s ranking evaluates firms on a wide range of criteria, including assets under management, client retention, team stability, compliance history, and meaningful involvement within the communities they serve. The recognition is reserved for firms that demonstrate strong growth, operational strength, and an unwavering focus on client service.

Dividend Assets Capital, LLC is a South Carolina-based wealth management firm offering dividend-growth investing, ESG strategies, and fiduciary wealth services.
Dividend Assets Capital, LLC

This recent award reinforces DAC’s continued success in providing top fiduciary wealth management in South Carolina that embodies its philosophy of “Superior Wealth Services, Clearly and Simply.” Through its disciplined dividend-growth investing approach, the firm has become a trusted partner for clients seeking reliable income strategies and sustainable long-term portfolio growth.

Jim Haley, the CEO of Dividend Assets Capital, expressed gratitude to his team for their efforts in earning a spot on this year’s list, saying, “This honor belongs to the entire DAC team whose dedication has propelled our client-focused achievements.”

DAC’s presence on the RIAs to Watch list reflects the firm’s reputation as a trusted source for wealth planning and its ability to serve both individual investors and institutions. By offering a range of services that extend beyond traditional financial advice, DAC helps clients align their financial goals with sustainable strategies. This includes offering access to customized portfolios that emphasize dividend-growth investing while integrating forward-thinking practices, such as dividend income & ESG investment strategies.

Located in Ridgeland, DAC is widely recognized for its strong regional presence while maintaining national reach through its growing client network. The firm serves a diverse group of clients, including families seeking financial independence, businesses planning for long-term growth, and institutions requiring tailored investment strategies.

Its comprehensive suite of services includes institutional asset management for financial advisors, designed to support professionals with tailored investment strategies, research insights, and practical guidance to better serve their own clients. For individuals and families, DAC provides registered investment advisor services that simplify complex financial decisions while helping clients preserve and grow wealth across generations.

What sets Dividend Assets Capital apart is its clear and transparent approach to wealth management. Clients receive guidance that is easy to understand, helping them feel more confident in their investment choices. This approach, combined with a disciplined dividend-growth strategy and thoughtful integration of environmental, social, and governance considerations, positions the firm at the intersection of traditional investing principles and modern responsibility.

Being named among the Top 250 RIAs to Watch for the second consecutive year underscores DAC’s position as a respected Registered Investment Advisor with a proven record of helping clients navigate wealth management challenges.

For more information about Dividend Assets Capital, LLC, visit its website at https://dacapitalsc.com/.

About Dividend Assets Capital, LLC

Dividend Assets Capital, LLC is a South Carolina-based wealth management firm offering dividend-growth investing, ESG strategies, and fiduciary wealth services. Since 2013, the firm has been helping individuals, families, and institutions achieve their financial goals through clear, disciplined, and transparent financial strategies.

###

Media Contact

Dividend Assets Capital, LLC

58 Riverwalk Blvd, Ridgeland, SC 29936

(843) 645-9700

https://dacapitalsc.com/

Dividend Assets Capital, LLC




newsroom: news.38digitalmarket.com



Source: 38 Digital Market News

Release ID: 1824019

Source published by Submit Press Release >> Dividend Assets Capital Named Top 250 RIAs to Watch


Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.