Dylan Locke
Perpetual Capital Advisors · Reno, Nevada
Dylan Locke is a fee-only financial advisor at Perpetual Capital Advisors in Reno, Nevada. Perpetual Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Perpetual Capital Advisors |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $25.6M across 294 accounts |
| SEC registration | Investment adviser representative in CA, NV · CRD 6328924 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.perpetualadvisors.com |
| Profile |
How Dylan's firm compares
- Perpetual Capital Advisors's average account is about $87,000, from its Form ADV (assets managed divided by 294 accounts).
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Questions about Dylan
Is Dylan Locke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dylan holds no broker registration, and Perpetual Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dylan charge for financial advice?
Dylan's firm, Perpetual Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Dylan Locke based?
Dylan Locke is based in Reno, Nevada.
Is Dylan Locke registered with the SEC?
Yes. Dylan Locke is registered as an investment adviser representative in CA and NV (CRD 6328924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Perpetual Capital Advisors manage?
Perpetual Capital Advisors reports $25.6M across 294 accounts in assets under management.
How do I contact Dylan Locke?
Through Dylan's website, www.perpetualadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
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
- Perpetual Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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