Docsa Capital Management, Inc.

Docsa Capital Management, Inc. (CRD# 124302) is a financial advisory firm headquartered in Portage, MI. They manage $76,077,244 in 206 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8080 Moorsbridge Rd, Suite 200, Portage, MI 49024
https://www.docsacapital.com
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $369,307
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MI

Financial Advisors at Docsa Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Sophit Lee, financial advisor Portage MI
Sophit Lee
CRD#: 3041901
8080 Moorsbridge Rd, Suite 200, Portage, MI 49024

Sophit Lee (CRD# 3041901) is an Investment Advisor Representative working at Docsa Capital Management, Inc. in Portage, MI and has over 26 years of experience in the finance industry.

2
Timothy Schauer, financial advisor Portage MI
Timothy J. Schauer
CRD#: 4624748
8080 Moorsbridge Rd, Suite 200, Portage, MI 49024

Timothy Schauer (CRD# 4624748) is an Investment Advisor Representative working at Docsa Capital Management, Inc. in Portage, MI and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals