Dartmouth Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Dartmouth Capital Advisors reports 15 clients. They include 12 high-net-worth individuals, 2 pension and profit-sharing plans, and 1 corporate or other business client. Of its assets, 100.0% ($168M across 15 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 80% | 81% |
| Pension and profit-sharing plans | 13% | 14% |
| Corporations and other businesses | 7% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 12 | $136M | 80.9% | $11.3M |
| Pension and profit-sharing plans | 2 | $24.1M | 14.4% | $12M |
| Corporations and other businesses | 1 | $7.89M | 4.7% | $7.89M |
| Total | 15 | $168M | 100% | $11.2M |
- Clients
- 12
- Regulatory AUM
- $136M
- AUM share
- 80.9%
- Avg. per client
- $11.3M
- Clients
- 2
- Regulatory AUM
- $24.1M
- AUM share
- 14.4%
- Avg. per client
- $12M
- Clients
- 1
- Regulatory AUM
- $7.89M
- AUM share
- 4.7%
- Avg. per client
- $7.89M
Total
- Clients
- 15
- Regulatory AUM
- $168M
- AUM share
- 100%
- Avg. per client
- $11.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Dartmouth Capital Advisors charges 0.35%–0.95% for its Balanced, stock only and bond only. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is negotiable, has a $24,000 annual minimum and requires an account of at least $3,500,000.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$1M | 0.95% |
| $1M–$5M | 0.75% |
| $5M–$15M | 0.50% |
| $15M and above | 0.35% |
Fee details and sources
Gregory Melvin owns 50% to 75% of Dartmouth Capital Advisors. The leadership team of Dartmouth Capital Advisors includes President Gregory Melvin. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- Owns 50% to 75% of Dartmouth Capital Advisors, Inc.
Gregory Melvin
Control person · since July 1995
- Owns 5% to 10% of Dartmouth Capital Advisors, Inc.
Casey Melvin
since October 1995
- Owns 5% to 10% of Dartmouth Capital Advisors, Inc.
Patricia Melvin
since October 1995
- Owns 5% to 10% of Dartmouth Capital Advisors, Inc.
Janine Melvin
since October 1995
- Owns 5% to 10% of Dartmouth Capital Advisors, Inc.
John Melvin
since October 1995
- Owns 5% to 10% of Dartmouth Capital Advisors, Inc.
Bridget Melvin
since October 1995
- Owns 5% to 10% of Dartmouth Capital Advisors, Inc.
Danielle Melvin
since October 1995
Dartmouth Capital Advisors’ regulatory assets grew from $116M (January 2021) to $168M (July 2026); clients fell from 30 to 15 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $168M | 15 | 1 | 1 |
| Jan 2025January 2025 | $144M | 15 | 1 | 1 |
| Jan 2024January 2024 | $143M | 19 | 1 | 1 |
| Jan 2023January 2023 | $111M | 29 | 1 | 1 |
| Jan 2022January 2022 | $115M | 27 | 1 | 1 |
| Jan 2021January 2021 | $116M | 30 | 1 | 1 |
Besides its headquarters, Dartmouth Capital Advisors has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Dartmouth Capital Advisors, Inc.
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 412-585-5014
- SEC file
- 801-49300
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Dartmouth Capital Advisors does not have custody of client assets.
At year end, Dartmouth Capital Advisors’ separately managed accounts were mostly in stocks (63%) and bonds (30%).
What the accounts hold
- Stocks63%
- Funds6%
- Bonds30%
- Investment grade corporate bonds25%
- U.S. government and agency bonds5%
- Cash1%
How many clients does Dartmouth Capital Advisors have?
Dartmouth Capital Advisors has 15 clients and manages $168 million for them, as of July 2026. They include 12 high-net-worth individuals, 2 pension and profit-sharing plans, and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Dartmouth Capital Advisors offer?
Dartmouth Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Dartmouth Capital Advisors charge?
Dartmouth Capital Advisors charges 0.35%–0.95% for its Balanced, stock only and bond only. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is negotiable, has a $24,000 annual minimum and requires an account of at least $3,500,000.
Source: DARTMOUTH CAPITAL ADVISORS, INC., filed 13 January 2026
How many financial advisors does Dartmouth Capital Advisors have?
Dartmouth Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dartmouth Capital Advisors invest in?
At the end of its last fiscal year, Dartmouth Capital Advisors’ separately managed accounts held 63% exchange-traded equities, 25% investment grade corporate bonds, 6% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Dartmouth Capital Advisors have a minimum investment?
Yes, Dartmouth Capital Advisors’ minimum account size for its Balanced, stock only and bond only is $3.5M. It charges a $24K annual minimum fee.
Source: DARTMOUTH CAPITAL ADVISORS, INC., filed 13 January 2026
Who owns Dartmouth Capital Advisors?
Dartmouth Capital Advisors’ direct owners are Gregory Melvin (50% to 75%), Casey Melvin (5% to 10%), Patricia Melvin (5% to 10%), Janine Melvin (5% to 10%), John Melvin (5% to 10%), Bridget Melvin (5% to 10%) and Danielle Melvin (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Dartmouth Capital Advisors get paid?
Dartmouth Capital Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dartmouth Capital Advisors?
Its phone number is 412-585-5014.