Vicar Capital Advisors, LLC (Dallas)

Name: Vicar Capital Advisors, LLC
Address: 8117 Preston Road, Dallas, TX, 75225
Telephone: (469) 708-6151

Vicar Capital Advisors, LLC is an adviser based in Dallas. It manages $672.87 thousand of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Vicar Capital Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vicar Capital Advisors: assets under management

The assets under management (AUM) of Vicar Capital Advisors, LLC is $672.87 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $672.87 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $61.17 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vicar Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vicar Capital Advisors, LLC

Vicar Capital Advisors, LLC is owned by Richard Mark Gordon. Jacob Baruch Hamlin joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc P413 Management	Owner	1 Jun 2013	75% - 100%	90-0705877
Vicar Management & Research Llc	Owner	1 Jun 2013	25% - 50%	320-516-47942
Richard Mark Gordon	Owner/investment advisor representative	1 Mar 2015	Other	5673897
Richard M Gordon	Owner/investment advisor representative	1 Mar 2015	Other	5673897
Carl Gerard Dorvil	Managing member/ceo/cco	1 Mar 2016	Other	4939581
Carl G. Dorvil	Managing member/ceo/cco	1 Mar 2016	Other	4939581
Jacob Baruch Hamlin	Member	1 Jul 2017	Other	6637116

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Carl Gerard Dorvil	Managing member	1 Jun 2013	75% - 100%	4939581
Bayonle Victor Makinde	Managing member	1 Jun 2013	75% - 100%	5316831
Carl G. Dorvil	Managing member	1 Jun 2013	75% - 100%	4939581

Based in Dallas

The principal office where Vicar Capital Advisors, LLC performs its advisory services is located at 8117 Preston Road, Dallas, TX 75225, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (469) 708-6151 or by fax (214) 570-3141. The normal business hours are 7:30am-5pm on Monday - Friday. You can find more information about the New York firm at vicarcapital.com.