DOCSA CAPITAL MANAGEMENT, INC.

Overview

Docsa Capital Management, Inc. is an independent, owner-managed registered investment adviser that acts as a capital allocator for both individual and institutional clients. The firm emphasizes discretionary portfolio management supported by financial planning and the selection of outside advisers when specialized execution or alternative exposure is required. Its investment posture is equity‑centric: the firm leans heavily on exchange‑traded equities and exchange‑traded funds for core exposures, while using separate managed accounts and mutual funds to implement client‑specific needs such as tax management, income generation, or concentrated positions. Fee arrangements are layered — percentage of assets under management is the primary approach, supplemented by hourly and fixed fees for planning and advisory engagements. Docsa Capital does not position itself as an ESG specialist and operates within a single‑state registered footprint.

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Public Holdings

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Location & Offices