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DOLL CAPITAL ADVISORS INCORPORATED
DOLL CAPITAL ADVISORS, INCORPORATED
CRD 134089
30448 RANCHO VIEJO RD STE 140, SUITE 140, SAN JUAN CAPISTRANO, CA, 92675, United States
Phone
949-497-6366
Fax
949-497-9226
Registration
— (—)
Source
State registered
Total AUM
$76.0M
Discretionary AUM
$76.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $23.6M |
| High net worth individuals | 32 | $52.4M |
| Pension/profit sharing plans | 1 | — |
All web addresses on file
Official SEC filing: View on IAPD