Dyche Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, publishing newsletters, and educational seminars. The firm advises 12 private funds.
Dyche Wealth Management reports 165 clients. They include 100 individual clients, 40 high-net-worth individuals and 14 pooled investment vehicles. Of its assets, 71.2% ($115M across 169 accounts) are managed with discretion; $46.8M across 101 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 11% |
| High-net-worth individuals | 24% | 70% |
| Pooled investment vehicles | 8% | 11% |
| Pension and profit-sharing plans | 4% | 7% |
| Charitable organizations | <1% | <1% |
| Other client typesCorporations and other businesses; Other | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 100 | $17.2M | 10.6% | $172K |
| High-net-worth individuals | 40 | $114M | 70.5% | $2.86M |
| Pooled investment vehicles | 14 | $17.3M | 10.7% | $1.24M |
| Pension and profit-sharing plans | 7 | $10.8M | 6.7% | $1.55M |
| Charitable organizations | Fewer than 5 | $1.32M | 0.8% | $1.32M |
| Corporations and other businesses | Fewer than 5 | $1.18M | 0.7% | $590K |
| Other | 1 | $8 | 0.0% | $8 |
| Total | 165 | $162M | 100% | — |
- Clients
- 100
- Regulatory AUM
- $17.2M
- AUM share
- 10.6%
- Avg. per client
- $172K
- Clients
- 40
- Regulatory AUM
- $114M
- AUM share
- 70.5%
- Avg. per client
- $2.86M
- Clients
- 14
- Regulatory AUM
- $17.3M
- AUM share
- 10.7%
- Avg. per client
- $1.24M
- Clients
- 7
- Regulatory AUM
- $10.8M
- AUM share
- 6.7%
- Avg. per client
- $1.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.32M
- AUM share
- 0.8%
- Avg. per client
- $1.32M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.18M
- AUM share
- 0.7%
- Avg. per client
- $590K
- Clients
- 1
- Regulatory AUM
- $8
- AUM share
- 0.0%
- Avg. per client
- $8
Total
- Clients
- 165
- Regulatory AUM
- $162M
- 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
- 12
- Financial planning clients last fiscal year
- 0
Dyche Wealth Management charges 0.50%–2.00% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- ERISA plan services are charged 0.25% to 1% of plan assets a year; plan consulting is $175 an hour and benchmarking runs $500 to $10,000.
- Financial Planning
- Financial planning is $250 an hour (not negotiable) or a negotiable fixed fee of $1,500 to $10,000, with half due on signing.
Darryl Dyche owns 50% to 75% of Dyche Wealth Management. The leadership team of Dyche Wealth Management includes President Darryl Dyche. It has 4 employees, 3 of them in advisory roles.
Leadership
- Darryl DychePresident/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Dyche Wealth Management, Inc
Darryl Dyche
Control person · since December 2011
Dyche Wealth Management’s regulatory assets grew from $146M (March 2023) to $162M (May 2026); clients fell from 250 to 165 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $162M | 165 | 4 | 2 |
| April 2025 | $142M | 294 | 3 | 1 |
| April 2024 | $125M | 145 | 3 | 2 |
| March 2023 | $146M | 250 | 3 | 1 |
Besides its headquarters, Dyche Wealth Management has 1 office, with 2 listed addresses in Georgia.
Georgia · 2 listed addresses
- 335 N. Jeff Davis Drive, FayettevilleHQ
- 507 Ocean BLVD Ste 300, St Simon'S Island
Contact and registration details
- Legal name
- Dyche Wealth Management, Inc
- Headquarters
- 335 N. Jeff Davis Drive, Fayetteville, GA 30214
- Website
- dychewm.com
- Phone
- 770-461-8191
- SEC file
- 801-126128
- Structure
- Georgia corporation
- Fiscal year end
- December
Dyche Wealth Management uses Charles Schwab ($75.1M, 56%), Pershing ($56.3M, 42%) and SEI Investments Distribution ($2.8M, 2%) as custodians for its separately managed accounts. Dyche Wealth Management has custody of $8.98M in client assets for 20 clients.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $2.8M2%
- PershingPershing LLC · Jersey City, NJ · $56.3M42%
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $75.1M56%
At year end, Dyche Wealth Management’s separately managed accounts were largely in stocks (46%) and cash (27%).
What the accounts hold
- Stocks46%
- Exchange-traded equities45%
- Non-exchange-traded equities1%
- Funds17%
- Registered funds16%
- Pooled vehicles1%
- Bonds10%
- State and local bonds7%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash27%
How many clients does Dyche Wealth Management have?
Dyche Wealth Management has 165 clients and manages $162 million for them, as of May 2026. They include 100 individual clients, 40 high-net-worth individuals and 14 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026
What services does Dyche Wealth Management offer?
Dyche Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Dyche Wealth Management charge?
Dyche Wealth Management charges 0.50%–2.00% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Which custodians does Dyche Wealth Management use?
Dyche Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $75.1M, Pershing LLC (Jersey City, NJ), with $56.3M and SEI Investments Distribution Co. (Oaks, PA), with $2.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026
How many financial advisors does Dyche Wealth Management have?
Dyche Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Dyche Wealth Management invest in?
At the end of its last fiscal year, Dyche Wealth Management’s separately managed accounts held 45% exchange-traded equities, 27% cash and equivalents, 16% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds, 2% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). It advises 12 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Dyche Wealth Management have a minimum investment?
Yes, Dyche Wealth Management’s minimum account size for its Asset Management is $250K.
Who owns Dyche Wealth Management?
Dyche Wealth Management’s direct owner is Darryl Dyche (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 May 2026
How does Dyche Wealth Management get paid?
Dyche Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Dyche Wealth Management registered with the SEC?
Yes, Dyche Wealth Management has been registered with the SEC as an investment adviser since 3 August 2022. Its CRD number is 159708 and its SEC file number is 801-126128.
Source: Form ADV Part 1A, Item 1, filed 13 May 2026; IAPD firm record
How do I contact Dyche Wealth Management?
Dyche Wealth Management’s main office is at 335 N. Jeff Davis Drive, Fayetteville, GA 30214. Its phone number is 770-461-8191. Its website is dychewm.com.