Fee-only adviser · Henderson, NV
Desert Capital Advisors, LLC
Desert Capital Advisors, LLC is a fee-only investment adviser registered with the securities regulator of Nevada, with its main office in Henderson, Nevada. On its latest Form ADV, filed March 31, 2026, it reports $82M in regulatory assets under management, 12 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Nevada |
|---|---|
| Firm CRD number | 312715 |
| Office | 2470 ST. Rose Parkway Suite 211 Henderson, NV 89074 |
| Phone | (702) 640-0923 |
| Website | www.desertcapitaladvisors.com |
| Regulatory assets under management | $82M ($74M discretionary) |
| Individual clients | 4 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Henderson
- Capstone Capital Wealth Advisors $408M
- J Sohn, LLC. $33M
- Curtis Wealth Management LLC $149M
- White Aspen Capital LLC $18M
- Fed Advisors, Inc $5.8M
- Fapa Advisory Services Team (fast) $9.0M
See all 11 fee-only advisers in Henderson →
Nearby
- Las Vegas 32 firms
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