The Ducoat Financial Group

Overview

The Ducoat Financial Group is an independent registered investment adviser operating as a corporation and owned by an individual. Its practice centers on financial planning and portfolio management for individuals and small businesses, with insurance brokerage activities integrated into the business. The firm charges fees based on a percentage of assets under management and serves a client base made up primarily of individual and family relationships. Investment activity is oriented toward liquid, pooled public vehicles—public funds and mutual funds are the largest allocation on the books—and the firm manages client assets on a discretionary basis. The adviser does not position itself as an ESG investor, is not a multi-state adviser, and is not a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices