Managing Director, CCO · Dedicated Capital Advisors, LLC
Kurt W. Rauzi
CRD 1365507 · Named on Form ADV at one SEC-registered adviser
At a glance
Dedicated Capital Advisors, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $162 million in regulatory assets, lists Kurt W. Rauzi on its Form ADV as Managing Director, CCO, a control person.
Firms and roles
- Dedicated Capital Advisors, LLCManaging Director, CCOWealth manager · SAN Francisco, CA · $162M in regulatory assets
AtlasMembers
Kurt’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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 Kurt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.