A fiduciary RIA, focused exclusively on digital assets.

DAiM was founded on a simple observation. As Bitcoin and digital assets matured into an institutional asset class, the wealth management profession failed to keep up. Most advisors either treated crypto as taboo or as speculative casino chips, leaving sophisticated investors without a trusted fiduciary to integrate digital assets into their long-term portfolios.

We are one of the first SEC-registered investment advisors focused exclusively on digital asset wealth management. We work with founders post-exit, C-suite executives, and single-family offices who want institutional-grade, tax-aware exposure to Bitcoin and Ethereum, without the chaos of retail platforms or the regulatory ambiguity of unregistered competitors.

Our principles: fiduciary first, fee-only, no custody of client assets, full transparency on fees and conflicts of interest. We hold all client holdings with qualified institutional custodians: Gemini Custody, Anchorage Digital Bank, Coinbase Prime, Fidelity Digital Assets.

DAiM is registered with the U.S. Securities and Exchange Commission, CRD #294098. Form ADV Part 2A and Form CRS are available on request or via the SEC IAPD database.