FINANCIAL CLARITY. FAMILY FOCUS. ONGOING SUPPORT.
Contact us for an introductory meeting 614.883.0389
OUR SERVICES
FINANCIAL PLANNING
At Dublin Capital Management LLC, we take the time to understand what matters most to you and build a coordinated financial plan—backed by in-house tax expertise—that brings clarity, confidence, and direction to your financial life.
INVESTMENTS
At Dublin Capital Management LLC, we take a personal and transparent approach to investing, helping you build a portfolio that aligns with your goals, comfort level, and long-term plan. As independent advisors through LPL Financial, we rely on disciplined research, value-minded strategies, and tax-aware decisions to create investment solutions you can understand, trust, and feel confident about.
“A goal without a plan is just a wish.”
-ANTOINE DE SAINT-EXUPERY
ABOUT US
The experienced Financial Advisors of Dublin Capital Management LLC offer financial planning and investment services to clients. By bringing together financial services from Dublin Capital Management with income tax services from Dublin Advisors LLC CPA, we deliver fully integrated financial solutions under one roof.
Whether you are planning for a secure retirement income, your childrens’ education, or a plan to secure your financial legacy for the next generation, we have solutions to get you there. Our solutions are customized for every client to suit your individual needs.
Dublin Capital Management LLC is led by Jerod Cook, Financial Advisor, working closely with David Bentz, CERTIFIED FINANCIAL PLANNER™ to be your Personal CFO Team. Let us help you paint your complete financial picture!
DUBLIN CAPM – Q & A
DO YOU HAVE A MINIMUM ASSETS REQUIREMENT FOR NEW INVESTMENT CLIENTS?
We generally work with clients having $500,000 or more of investable assets. However, we make exceptions for clients who can realistically grow assets to that level through a committed effort.
HOW DO YOU STRUCTURE FEES FOR YOUR SERVICES?
We are a fee-based financial planning firm. As such, we typically charge clients a percentage of assets under management. This fee structure aligns our long-term compensation with your long-term success. We are able to charge lower percentage rates for higher levels of assets under management.
WHAT SEPARATES DUBLIN CAPITAL MANAGEMENT LLC FROM THE SEA OF OTHER FINANCIAL ADVISORS?
Many financial advisors are just glorified sales people who are incentivized to push certain one-size-fits-all products on their clients. We are independent professionals who genuinely care about our clients. We are selective about who we work with because we invest a lot of time into knowing our clients and into keeping up with their ever-changing circumstances. We work as a team because the best ideas come from a team approach.
WHAT IS YOUR AFFILIATION WITH DUBLIN ADVISORS LLC, CPA?
Dublin Capital Management and Dublin Advisors CPA are sister firms, operating as a team under one roof to coordinate all of our clients’ financial solutions. Income taxes are the number one lifetime drain on a family’s finances. To build a financial plan without incorporating tax considerations, in our opinion, is a flawed model. Clients may choose to engage either or both firms.