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Advisor

David Oosterbaan

DCO Capital Management · Chicago, Illinois

David Oosterbaan is a fee-only financial advisor at DCO Capital Management in Chicago, Illinois. DCO Capital Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmDCO Capital Management
Based in Chicago, Illinois
Fee model (firm's Form ADV)Percentage of assets
Assets under management$24M across 42 accounts
SEC registration Investment adviser representative in IL, MI · CRD 3137071
Exams passedSeries 63 (1999) · Series 65 (2011)
Disclosures None reported
Websitewww.dcocapitalmanagement.com
LinkedInProfile

How David's firm compares

  • DCO Capital Management's average account is about $571,000, from its Form ADV (assets managed divided by 42 accounts).

What fee-only advisors charge in Illinois

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Questions about David

Is David Oosterbaan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and DCO Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does David charge for financial advice?

David's firm, DCO Capital Management, reports charging a percentage of assets on its SEC Form ADV.

Where is David Oosterbaan based?

David Oosterbaan is based in Chicago, Illinois.

Is David Oosterbaan registered with the SEC?

Yes. David Oosterbaan is registered as an investment adviser representative in IL and MI (CRD 3137071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does DCO Capital Management manage?

DCO Capital Management reports $24M across 42 accounts in assets under management.

How do I contact David Oosterbaan?

Through David's website, www.dcocapitalmanagement.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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