firm profile
Doll Capital Advisors Incorporated
Overview
Doll Capital Advisors Incorporated is a state registered investment adviser based in San Juan Capistrano, CA, registered since 1996. It reports $76M in assets under management across 120 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $76M
- Discretionary
- 100%
- Accounts
- 120
- Average account
- $633K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 1996
- Jurisdictions
- 1
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Scott Willard Doll Owner CRD 1087992
Advisory reps 1 of 1
- Scott Willard Doll Insurance Agent · Investment Adviser Rep CRD 1087992
Location
- Headquarters
- 30448 Rancho Viejo Rd Ste 140
San Juan Capistrano, CA 92675 - County
- Orange
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: dollcapitaladvisors.com
Every state, with registration dates
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