Doll Capital Advisors Incorporated

Overview

Doll Capital Advisors Incorporated is an independently owned registered investment adviser operating as a corporation that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, and operates with multiple fee arrangements (percentage of AUM, hourly, and fixed fees). It also conducts broker-dealer and insurance brokerage activities through registered representative relationships. Doll Capital does not position itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices