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Thomas E. Bratkovich

DCA Family Office, LLC

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About Thomas E. Bratkovich

Thomas E. Bratkovich is an investment advisor representative with DCA Family Office, LLC, a registered investment advisor, with 5 years of experience in the industry. Thomas E. Bratkovich is also registered with the state of California. Thomas E. Bratkovich's previous experience includes roles at Foreside Fund Services, LLC and Hollister Associates, LLC.

Firm Information

Thomas Bratkovich is currently registered with DCA Family Office, LLC. DCA Family Office, LLC is a registered investment advisor headquartered in Roseville, California. The firm provides family office services, including selection of other advisors and portfolio management for businesses. DCA Family Office, LLC manages $138,510,973 in assets for 1 client, which is a corporation or other business.
DCA Family Office, LLC

3721 DOUGLAS BLVD

ROSEVILLE, CA 95661

$138.51M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Bratkovich’s Registration & Firm History

CA

06/13/2023 - Present

DCA Family Office, LLC (Roseville CA)

CA

06/08/2020 - 01/26/2022

FORESIDE FUND SERVICES, LLC (SANTA MONICA CA)

SC

06/02/2018 - 02/05/2020

HOLLISTER ASSOCIATES, LLC (MOUNT PLEASANT SC)

CA

07/30/2014 - 02/22/2018

NORTH SEA SECURITIES L.P. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 05/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas E. Bratkovich.
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