Dash Acquisitions provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Dash Acquisitions reports 433 clients. They include 340 high-net-worth individuals, 92 individual clients and 1 charitable organization. Of its assets, 100.0% ($682M across 1,295 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 4% |
| High-net-worth individuals | 79% | 95% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 92 | $30.5M | 4.5% | $331K |
| High-net-worth individuals | 340 | $650M | 95.4% | $1.91M |
| Charitable organizations | Fewer than 5 | $745K | 0.1% | $745K |
| Total | 433 | $682M | 100% | — |
- Clients
- 92
- Regulatory AUM
- $30.5M
- AUM share
- 4.5%
- Avg. per client
- $331K
- Clients
- 340
- Regulatory AUM
- $650M
- AUM share
- 95.4%
- Avg. per client
- $1.91M
- Clients
- Fewer than 5
- Regulatory AUM
- $745K
- AUM share
- 0.1%
- Avg. per client
- $745K
Total
- Clients
- 433
- Regulatory AUM
- $682M
- AUM share
- 100%
- Avg. per client
- —
- 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
Dash Acquisitions charges 1.00%–1.25% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable, has a $12,500 annual minimum and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$5M | 1.15% |
| $5M and above | 1.00% |
Fee details and sources
Other fees
- Tax preparation and filing
- Clients with at least $1,500,000 under management receive tax preparation and filing through an unaffiliated CPA at no additional charge.
Jonathan Dash owns 75% or more of Dash Acquisitions. The leadership team of Dash Acquisitions includes President Jonathan Dash and Chief Compliance Officer Zain Griffith. It has 9 employees, 7 of them in advisory roles.
Leadership
Jonathan DashPresident- Zain GriffithChief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Dash Acquisitions Inc.
Jonathan Dash
Control person · since January 2004
Dash Acquisitions’ regulatory assets grew 3.6× from $191M (June 2021) to $682M (September 2026); clients rose from 229 to 433 and employees from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $682M | 433 | 9 | 1 |
| June 2025 | $620M | 429 | 9 | 2 |
| July 2024 | $501M | 391 | 9 | 2 |
| July 2023 | $342M | 335 | 7 | 3 |
| April 2022 | $290M | 268 | 8 | 3 |
| June 2021 | $191M | 229 | 8 | 2 |
Besides its headquarters, Dash Acquisitions has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 6275 W Plano Pkwy, Suite 555, PlanoHQ
Contact and registration details
- Legal name
- Dash Acquisitions Inc.
- Headquarters
- 6275 W Plano Pkwy, Suite 555, Plano, TX 75093
- Website
- dashinvestments.com
- Phone
- 800-549-3227
- @dash-investments
- SEC file
- 801-113360
- Founded
- 2004
- Structure
- California corporation
- Fiscal year end
- December
Dash Acquisitions uses Charles Schwab ($666M) as custodian for its separately managed accounts. Dash Acquisitions does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $666M100%
At year end, Dash Acquisitions’ separately managed accounts were mostly in stocks (77%) and cash (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $494M across 72 positions; the largest are Alphabet Inc. (10.0%), Amazon Com Inc. (9.4%) and Microsoft Corp. (8.3%).
What the accounts hold
- Stocks77%
- Funds5%
- Bonds1%
- Cash17%
Reported 13F holdings
- $494M
- Reported 13F value
- 72
- Positions
- 64.2%
- In the 10 largest
- +2.8%
- Value vs. prior quarter
- Alphabet Inc. · Cap Stk CL C10.0%
- Amazon Com Inc.9.4%
- Microsoft Corp.8.3%
- Philip Morris Intl Inc.7.5%
- Meta Platforms Inc. · CL A7.1%
- Visa Inc. · Com CL A5.8%
- Mastercard Incorporated · CL A5.5%
- Shopify Inc. · CL A Sub Vtg Shs3.7%
- S&P Global Inc.3.6%
- Salesforce Inc.3.4%
Together, the ten largest are 64.2% of reported value.
How many clients does Dash Acquisitions have?
Dash Acquisitions has 433 clients and manages $682 million for them, as of September 2026. They include 340 high-net-worth individuals, 92 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Dash Acquisitions offer?
Dash Acquisitions provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Dash Acquisitions charge?
Dash Acquisitions charges 1.00%–1.25% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable, has a $12,500 annual minimum and requires an account of at least $1,000,000.
Which custodians does Dash Acquisitions use?
Dash Acquisitions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $666M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does Dash Acquisitions have?
Dash Acquisitions has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 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 Dash Acquisitions invest in?
At the end of its last fiscal year, Dash Acquisitions’ separately managed accounts held 77% exchange-traded equities, 17% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs) and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Dash Acquisitions have a minimum investment?
Yes, Dash Acquisitions’ minimum account size for its Investment Management Fees is $1M. It charges a $12.5K annual minimum fee.
Who owns Dash Acquisitions?
Dash Acquisitions’ direct owner is Jonathan Dash (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Dash Acquisitions get paid?
Dash Acquisitions is paid through a percentage of assets under management. 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
Is Dash Acquisitions registered with the SEC?
Yes, Dash Acquisitions has been registered with the SEC as an investment adviser since 1 June 2018. Its CRD number is 135281 and its SEC file number is 801-113360.
Source: Form ADV Part 1A, Item 1, filed 10 September 2026; IAPD firm record
How do I contact Dash Acquisitions?
Dash Acquisitions’ main office is at 6275 W Plano Pkwy, Suite 555, Plano, TX 75093. Its phone number is 800-549-3227. Its website is dashinvestments.com.