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firm profile

Doll Capital Advisors Incorporated

RIA San Juan Capistrano, CA CRD 134089 Last verified October 2026

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
  • Financial Planning
  • Individuals or Small Business
Client types
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

Advisory reps 1 of 1

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

Every state, with registration dates

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