President, Chief Compliance Officer · Dolan Capital Advisors, LLC
Benjamin T. Dolan
CRD 6353307 · Named on Form ADV at one SEC-registered adviser
At a glance
Dolan Capital Advisors, LLC, an SEC-registered wealth manager based in Charlotte, NC with $179 million in regulatory assets, lists Benjamin T. Dolan on its Form ADV as President, Chief Compliance Officer, a control person.
Firms and roles
- Dolan Capital Advisors, LLCPresident, Chief Compliance OfficerWealth manager · Charlotte, NC · $179M in regulatory assets
AtlasMembers
Benjamin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.