Dream Capital Advisors, LLC

Dream Capital Advisors, LLC was established in 2006 by Robert J. Cook and offers personalized fee-based investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages accounts on a discretionary or non-discretionary basis, tailoring investment decisions to each client's objectives, financial condition, risk profile, and preferences. Dream Capital's investment strategies focus on growth and quality of earnings, with portfolios typically including cash, stocks, bonds, mutual funds, and ETFs. The firm emphasizes a tax-aware approach but does not provide tax management services. Clients must have a minimum initial investment of $10,000,000 per household, with fees based on a percentage of assets under management at 1.25%. Dream Capital does not engage in performance-based fees to avoid conflicts of interest. The firm does not have any disciplinary events to disclose and provides continuous monitoring of client accounts, periodic reviews, and detailed reporting. Dream Capital does not hold custody of client funds and maintains strict information security and privacy policies to protect client data.