DYCHE WEALTH MANAGEMENT, INC
Adviser information for DYCHE WEALTH MANAGEMENT, INC last updated from Form ADV on March 31st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 235 | $146.2M |
| Non-Discretionary | 0 | $0 |
| Total | 235 | $146.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 216 | $26.0M |
| HNW Individuals | 19 | $75.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 11 | $36.9M |
| Pension and profit sharing plans | <5 | $8.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesSOLICITOR FEES |
Identifiers
| SEC RIA File Number | 801-126128 |
|---|---|
| SEC ERA File Number | 801-126128 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159708 |
| Legal Entity Identifier | None |
Principal Office
335 N. JEFF DAVIS DRIVEFAYETTEVILLE
GA
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 770-461-8191, Fax: 866-428-0084
Chief Compliance Officer
DARRYL DYCHE
PRESIDENT
335 N JEFF DAVIS DRIVE
FAYETTEVILLE
GA
United States
Tel:
770-461-8191
Fax:
866-428-0084
D*****@**********M
(Full email address available in API data)
Regulatory Contact
PEYTON RILEY
VICE PRESIDENT
335 N JEFF DAVIS DRIVE
FAYETTEVILLE
GA
United States
Tel:
770-461-8191
Fax:
866-428-0084
P*****@**********M
(Full email address available in API data)
Industry Affiliates
| BURKE SOLAR MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| COMMERCE SOLAR MANAGER | Sponsor, GP, manager of pooled investment vehicles |
| COMPASS FINANCIAL SERVICES, INC. | Insurance company or agency |
| GROUP ONE SOURCE, LLC | Insurance company or agency |
| HOMESTEAD MILTON INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INVESTMENT MANAGER - DRAGWAY INDUSTRIAL | Sponsor, GP, manager of pooled investment vehicles |
| LAURENS SOLAR MANAGER | Sponsor, GP, manager of pooled investment vehicles |
| OLIVIAN MANAGEMENT | Sponsor, GP, manager of pooled investment vehicles |
| POWELL & SCHULTE, INC. | Insurance company or agency |
| RANDOLPH SOLAR MANAGER | Sponsor, GP, manager of pooled investment vehicles |
| TERRA DEVELOPMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TSS SOLAR MANAGER | Sponsor, GP, manager of pooled investment vehicles |
| TWIGGS SOLAR MANAGER | Sponsor, GP, manager of pooled investment vehicles |
| WHITE WING MANAGER | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BURKE SOLAR INVESTMENTS, LLC | Real Estate Fund | $4.1M | $0.1M | 160 |
| COMMERCE SOLAR INVESTMENTS, LLC | Real Estate Fund | $3.5M | $0.1M | 146 |
| DRAGWAY INDUSTRIAL, LLC | Real Estate Fund | $5.0M | $0.1M | 26 |
| HOMESTEAD MILTON INVESTMENTS, LLC | Real Estate Fund | $3.2M | $0.1M | 20 |
| LAURENS SOLAR INVESTMENTS, LLC | Real Estate Fund | $4.4M | $0.1M | 111 |
| OLIVIAN INVESTMENTS, LLC | Real Estate Fund | $1.6M | $0.1M | 163 |
| RANDOLPH SOLAR INVESTMENTS, LLC | Real Estate Fund | $3.9M | $0.1M | 136 |
| TSS SOLAR INVESTMENTS, LLC | Real Estate Fund | $3.6M | $0.1M | 97 |
| TWIGGS SOLAR INVESTMENTS, LLC | Real Estate Fund | $5.2M | $0.1M | 134 |
| WHITE WING INVESTMENTS, LLC | Real Estate Fund | $2.4M | $0.1M | 147 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DYCHE, DARRYL, SCOTT | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 12/2011 | 50-75% |
| RILEY, PEYTON, WILLIAM | Individual | – | VICE PRESIDENT | 03/2017 | 50-75% |