D&a Advisors, LLC
D&a Advisors, LLC is an SEC-registered mass-market adviser with $127.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns D&a Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307227, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $127.1M (2026-06-03)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 168
- CRD
- 307227
- Ownership
- OZUNA, ANTHONY, LUCAS; D&A HOLDING, LLC; CARTER, DANIEL, E; OZUNA, ANTHONY, L
How much AUM does D&a Advisors, LLC have?
D&a Advisors, LLC reported $127.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns D&a Advisors, LLC?
Disclosed owners and executives of D&a Advisors, LLC include OZUNA, ANTHONY, LUCAS, D&A HOLDING, LLC, CARTER, DANIEL, E, OZUNA, ANTHONY, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.