Dubois Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 327589
- Website
- dubois.capital
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dubois Capital Management LLC is an independent, owner-operated registered investment adviser structured as a limited liability company that focuses on serving individual and family clients. The firm performs portfolio management for individuals and small businesses, provides financial planning, selects outside advisers on behalf of clients, and runs educational seminars and workshops. Its fee arrangements include both a percentage-of-assets model and fixed fees. The adviser is identified as a capital allocator and does not self-identify as an active ESG investor, multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1
Thomas Dubois
Managing Member, Investment AdvisorCRD 7779658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations