Doncaster Wealth LLC

RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$313K
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
336225
Custodians
ALTRUIST
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI84.06%
  • Individuals15.94%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Doncaster Wealth LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management tailored to individuals and small businesses. Its pricing mixes AUM-based fees and fixed-fee engagements. Doncaster does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not act as a capital allocator. The firm lists an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 2%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • John Doncaster

    John Doncaster

    FounderCRD 6058770

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth