Casey Melvin, Owner of Dartmouth Capital Advisors ()

Career

Casey Melvin is not listed as a control person, but directly owns between 5% and 10% of Dartmouth Capital Advisors.

Dartmouth Capital Advisors is an investment adviser, registered with the SEC since 1995. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $168 million, as filed on 16 July 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 4337736
Firm: Dartmouth Capital Advisors · CRD 105933
Role: Owner
In role since: October 1995 · 31 years
Control person: Not listed
Direct ownership: 5% to 10%
Firm headquarters
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Casey Melvin work?

Casey Melvin has been Owner of Dartmouth Capital Advisors, Inc. since October 1995.

Source: Form ADV, Schedule A, filed 16 July 2026

How can I verify Casey Melvin’s record?

Casey Melvin’s role is listed on Dartmouth Capital Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105933.

Source: Form ADV, Schedule A, filed 16 July 2026

Leadership at Dartmouth Capital Advisors

Sources

IAPD individual lookup, CRD 4337736, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of Dartmouth Capital Advisors, Inc., filed 16 July 2026. Title, control and ownership bands.