{"url":"https://nivawealth.com/firms/dyche-wealth-management-159708","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159708","regulatoryAum":162298479,"crd":"159708","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1933546","suffix":null,"lastName":"DYCHE","firstName":"DARRYL","middleName":"SCOTT"},{"crd":"2314715","suffix":null,"lastName":"RILEY","firstName":"PEYTON","middleName":"WILLIAM"},{"crd":"4238670","suffix":null,"lastName":"SELMAN","firstName":"MATTHEW","middleName":"MONTGOMERY"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-03-31","regulatoryAum":146230080,"clients":250,"employees":3,"offices":1},{"filedOn":"2024-04-01","regulatoryAum":124914801,"clients":145,"employees":3,"offices":2},{"filedOn":"2025-04-01","regulatoryAum":141908118,"clients":294,"employees":3,"offices":1},{"filedOn":"2026-05-13","regulatoryAum":162298479,"clients":165,"employees":4,"offices":2}],"secFileNumber":"801-126128","legalName":"Dyche Wealth Management, Inc","displayName":"Dyche Wealth Management","slug":"dyche-wealth-management-159708","website":"https://dychewm.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Georgia corporation","fiscalYearEnd":"December","headquarters":{"street":"335 N. Jeff Davis Drive","city":"Fayetteville","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30214"},"tradeNames":[],"registration":{"secApproved":"3 August 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":940174.8142857143,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":162298479,"discretionary":115490622,"discretionaryAccounts":169,"nonDiscretionary":46807857,"nonDiscretionaryAccounts":101,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":100,"regulatoryAum":17237755},{"label":"High-net-worth individuals","clients":40,"regulatoryAum":114386719},{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":17347202},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":10829062},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":1318344},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":1179389},{"label":"Other","clients":1,"regulatoryAum":8}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039540","versionId":1039540,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-31","documentName":"ADV PART 2 (MARCH 2026)","fee_rate_low":0.5,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":250000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"ERISA Plan Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039540","versionId":1039540,"submittedOn":"2026-03-31","documentName":"ADV PART 2 (MARCH 2026)"},{"role":"other","program":"Financial Planning","summary":"Financial planning is $250 an hour (not negotiable) or a negotiable fixed fee of $1,500 to $10,000, with half due on signing.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039540","versionId":1039540,"submittedOn":"2026-03-31","documentName":"ADV PART 2 (MARCH 2026)"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:26:16.024991+00:00","documents":[{"name":"ADV PART 2 (MARCH 2026)","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039540","versionId":1039540,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"SEI Investments Distribution Co.","shortName":"SEI Investments Distribution","location":"Oaks, PA","smaAssets":2797610},{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":56260855},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"El Paso, TX","smaAssets":75065287}],"custodyNote":"Dyche Wealth Management has custody of $8.98M in client assets for 20 clients.","leadership":[{"name":"Darryl Dyche","title":"President/Chief Compliance Officer","crd":"1933546"}],"ownership":[{"label":"Darryl Dyche","detail":"President/chief compliance officer in the 50% to 75% ownership band and a control person, since December 2011."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":2,"addresses":[{"street":"335 N. Jeff Davis Drive","city":"Fayetteville","headquarters":true},{"street":"507 Ocean BLVD Ste 300","city":"St Simon'S Island"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"770-461-8191","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":45},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":7},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":16},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":27}],"privateFunds":12},"sources":{"adv1FilingDate":"13 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159708/PDF/159708.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039540","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Dyche Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Dyche Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Dyche Wealth Management charge?","answer":"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.","source":"ADV PART 2 (MARCH 2026), filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Dyche Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Dyche Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Dyche Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Dyche Wealth Management have a minimum investment?","answer":"Yes, Dyche Wealth Management’s minimum account size for its Asset Management is $250K.","source":"ADV PART 2 (MARCH 2026), filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Dyche Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dyche Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Dyche Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Dyche Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}