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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DARTMOUTH CAPITAL ADVISORS, INC.

CRD 105933

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Search this name across graphsid dfx:ria:76e8cf2c-ed7c-4746-b2e5-0736d507ffb3

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2012 to Jul 16, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.81 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $168MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $168M
Private client RAUM: $136MderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $168Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 15
Individual clients: 0
High net worth clients: 12
SEC number: 801-49300
CRD: 105933
Filings on the tape: 18
First filed: Feb 28, 2012
Latest filed: Jul 16, 2026
Organised: Corporation, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY MARK MELVIN	Chartered Financial Analyst	NAPLES, FL	30	31	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MELVIN, GREGORY, MARK	PRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER	D	yes	07/1995	Feb 28, 2012	Jan 4, 2024
MELVIN, BRIDGET, ELLEN	Owner	A	no	10/1995	Feb 28, 2012	Jan 4, 2024
MELVIN, CASEY, ANNE	Owner	A	no	10/1995	Feb 28, 2012	Jan 4, 2024
MELVIN, DANIELLE, JUDE	Owner	A	no	10/1995	Feb 28, 2012	Jan 4, 2024
MELVIN, JANINE, CLARE	Owner	A	no	10/1995	Feb 28, 2012	Jan 4, 2024
MELVIN, JOHN, CHRISTOPHER	Owner	A	no	10/1995	Feb 28, 2012	Jan 4, 2024
MELVIN, PATRICIA, REGINA	Owner	A	no	10/1995	Feb 28, 2012	Jan 4, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 13, 2026	$168M	$168M	1	1	0	n/a	n/a
2024	Jan 16, 2025	$144M	$144M	1	1	0	n/a	n/a
2023	Jan 4, 2024	$143M	$143M	1	1	0	n/a	n/a
2022	Jan 23, 2023	$111M	$111M	1	1	0	n/a	n/a
2021	Jan 7, 2022	$115M	$115M	1	1	0	n/a	n/a
2020	Jan 7, 2021	$116M	$116M	1	1	0	n/a	n/a
2019	Apr 3, 2020	$106M	$106M	1	1	0	n/a	n/a
2018	Jan 2, 2019	$102M	$102M	1	1	1	n/a	n/a
2017	Jan 2, 2018	$158M	$158M	1	1	1	n/a	n/a
2016	Jan 26, 2017	$137M	$137M	1	1	n/a	n/a	n/a
2015	Jan 26, 2016	$128M	$128M	1	1	n/a	n/a	n/a
2014	Feb 10, 2015	$119M	$119M	1	1	n/a	n/a	n/a
2013	Mar 6, 2014	$121M	$121M	1	1	n/a	n/a	n/a
2012	Feb 6, 2013	$138M	$138M	1	1	n/a	n/a	n/a
2011	Feb 28, 2012	$131M	$131M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$168M	$144M	16.2%	$111M	14.9%	1	1	0	0

Relationships

Affiliated with (1)

← C.S. MCKEE, L.P.Registered adviserother investment adviser
factForm ADV

Registered with (1)

← GREGORY MARK MELVINAdvisorregistration: previous registration
May 7, 1996 to Dec 31, 2016factForm ADV

Controls (1)

← MELVIN, GREGORY, MARKOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER, ownership code D, individual
Feb 28, 2012 to Jan 4, 2024factForm ADV

Owns (6)

← MELVIN, CASEY, ANNEOwnerOWNER, ownership code A, individual
Feb 28, 2012 to Jan 4, 2024factForm ADV
← MELVIN, PATRICIA, REGINAOwnerOWNER, ownership code A, individual
Feb 28, 2012 to Jan 4, 2024factForm ADV
← MELVIN, JANINE, CLAREOwnerOWNER, ownership code A, individual
Feb 28, 2012 to Jan 4, 2024factForm ADV
← MELVIN, JOHN, CHRISTOPHEROwnerOWNER, ownership code A, individual
Feb 28, 2012 to Jan 4, 2024factForm ADV
← MELVIN, BRIDGET, ELLENOwnerOWNER, ownership code A, individual
Feb 28, 2012 to Jan 4, 2024factForm ADV
← MELVIN, DANIELLE, JUDEOwnerOWNER, ownership code A, individual
Feb 28, 2012 to Jan 4, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:76e8cf2c-ed7c-4746-b2e5-0736d507ffb3
First observed: Feb 28, 2012
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DARTMOUTH CAPITAL ADVISORS, INC.

CRD 105933

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:76e8cf2c-ed7c-4746-b2e5-0736d507ffb3

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY MARK MELVIN

Chartered Financial Analyst

NAPLES, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MELVIN, GREGORY, MARK

PRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER

yes

07/1995

Feb 28, 2012

Jan 4, 2024

MELVIN, BRIDGET, ELLEN

Owner

10/1995

Feb 28, 2012

Jan 4, 2024

MELVIN, CASEY, ANNE

Owner

10/1995

Feb 28, 2012

Jan 4, 2024

MELVIN, DANIELLE, JUDE

Owner

10/1995

Feb 28, 2012

Jan 4, 2024

MELVIN, JANINE, CLARE

Owner

10/1995

Feb 28, 2012

Jan 4, 2024

MELVIN, JOHN, CHRISTOPHER

Owner

10/1995

Feb 28, 2012

Jan 4, 2024

MELVIN, PATRICIA, REGINA

Owner

10/1995

Feb 28, 2012

Jan 4, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 13, 2026

$168M

n/a

2024

Jan 16, 2025

$144M

n/a

2023

Jan 4, 2024

$143M

n/a

2022

Jan 23, 2023

$111M

n/a

2021

Jan 7, 2022

$115M

n/a

2020

Jan 7, 2021

$116M

n/a

2019

Apr 3, 2020

$106M

n/a

2018

Jan 2, 2019

$102M

n/a

2017

Jan 2, 2018

$158M

n/a

2016

Jan 26, 2017

$137M

n/a

2015

Jan 26, 2016

$128M

n/a

2014

Feb 10, 2015

$119M

n/a

2013

Mar 6, 2014

$121M

n/a

2012

Feb 6, 2013

$138M

n/a

2011

Feb 28, 2012

$131M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$168M

$144M

16.2%

$111M

14.9%