DCA Family Office provides portfolio management for institutions and selecting other managers.
DCA Family Office lists corporations and other businesses as clients. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $120M across 1 account is not. It advised 2 clients without assets under management last fiscal year.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| Corporations and other businesses | Fewer than 5 | 100% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Corporations and other businesses | Fewer than 5 | $120M | 100.0% | — |
| Total | Not reported | $120M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $120M
- AUM share
- 100.0%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $120M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
DCA Family Office is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
The Rocca Family Trust owns 25% to 50% of DCA Family Office and is in turn owned by Jennifer Rocca (50–75%) and Curtis Rocca (50–75%). The leadership team of DCA Family Office includes Chief Financial Officer Casey Layton. It has 16 employees, 7 of them in advisory roles.
Staff
- 16 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 25% to 50% of Dca Family Office, LLC
The Rocca Family Trust
Control person · since December 2021
- Owns 50% to 75% of The Rocca Family Trust
Jennifer Rocca
Control person · since December 2021
- Owns 50% to 75% of The Rocca Family Trust
Curtis Rocca
Control person · since December 2021
- Owns 10% to 25% of Dca Family Office, LLC
Dcaroccas, LLC
Control person · since January 2022
- Owns 10% to 25% of Dca Family Office, LLC
Steven Mills
since December 2021
- Owns 5% to 10% of Dca Family Office, LLC
Casey Layton
since December 2021
- Owns 5% to 10% of Dca Family Office, LLC
Craig Mitchell
since December 2021
- Owns 5% to 10% of Dca Family Office, LLC
Kholt Mulderrig
since December 2021
DCA Family Office’s regulatory assets grew Infinity× from $0 (May 2023) to $120M (March 2026); employees rose from 15 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $120M | 0 | 16 | 1 |
| Mar 2025March 2025 | $162M | 0 | 16 | 1 |
| Mar 2024March 2024 | $139M | 1 | 18 | 1 |
| May 2023May 2023 | $0 | 0 | 15 | 1 |
Besides its headquarters, DCA Family Office has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 3721 Douglas BLVD, Suite 350, RosevilleHQ
Other business names
DCA Family Office has reported 1 other business name to the SEC.
- Dca Private Markets
Contact and registration details
- Legal name
- Dca Family Office, LLC
- Headquarters
- 3721 Douglas BLVD, Suite 350, Roseville, CA 95661
- Website
- dcafamilyoffice.com
- Phone
- 279-221-2144
- @dca-family-office
- SEC file
- 801-128127
- Structure
- Delaware LLC
- Fiscal year end
- December
DCA Family Office has custody of client assets.
At year end, DCA Family Office’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
What services does DCA Family Office offer?
DCA Family Office provides portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does DCA Family Office have?
DCA Family Office has 7 investment adviser representatives registered with state securities authorities, out of 16 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 DCA Family Office invest in?
At the end of its last fiscal year, DCA Family Office’s separately managed accounts held 100% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns DCA Family Office?
DCA Family Office is owned through a trust by Jennifer and Curtis Rocca. Its direct owners are Dcaroccas, LLC, the Rocca Family Trust, Casey Layton, Steven Mills, Craig Mitchell and Kholt Mulderrig, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does DCA Family Office get paid?
DCA Family Office is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions 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 DCA Family Office?
DCA Family Office’s main office is at 3721 Douglas BLVD, Suite 350, Roseville, CA 95661. Its phone number is 279-221-2144. Its website is dcafamilyoffice.com.