Docsa Capital Management, Inc.
Docsa Capital Management, Inc. (CRD# 124302) is a financial advisory firm headquartered in Portage, MI. They manage $51,973,739 in 184 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management52MILLION
Total Number of Accounts184ACCOUNTS
Average Account Value$282,466
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MI
Sophit Lee, Cfp® (CRD# 3041901) is an Investment Advisor Representative working at Docsa Capital Management, Inc. in Portage, MI and has over 20 years of experience in the finance industry. Sophit Lee, Cfp® has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Timothy Schauer (CRD# 4624748) is an Investment Advisor Representative working at Docsa Capital Management, Inc. in Portage, MI and has over 17 years of experience in the finance industry.