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Dewaay Capital Management, Inc. (West Des Moines)


Dewaay Capital Management, Inc. is an adviser based in West Des Moines. It manages $38 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Iowa, Minnesota, Missouri, Nebraska, and South Dakota.

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Dewaay Capital Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dewaay Capital Management: assets under management

The assets under management (AUM) of Dewaay Capital Management, Inc. is $38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dewaay Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Des Moines

The principal office where Dewaay Capital Management, Inc. performs its advisory services is located at 1355 50 Th Street, West Des Moines, IA 50266 1619 The mailing address of the firm is Po Box 71429, Clive, IA 50325 0429. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 515-224-9861 or by fax 515-224-0305. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at dewaay.net.


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