Adam Doty Company

Overview

Adam Doty Company is a small, owner-operated advisory practice that provides discretionary portfolio management for individuals and small businesses. Run by Adam Doty, the firm operates as a limited liability company and charges clients on a percentage-of-AUM basis. Investment activity is narrowly focused: the adviser primarily places client assets into public mutual funds and uses annuity products where appropriate. The firm does not report activity as an ESG investor, does not act as a pension consultant, and does not operate as a multi-state adviser. With only two clients under management, the practice appears to emphasize tailored, hands-on relationships rather than scale. The manager’s allocation approach centers on pooled public-fund strategies instead of direct individual-stock or ETF portfolios, and there is no reported use of third-party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices