Adam Doty Company
RIAState Registered
Total AUM
$673K
Discretionary
$673K
100% of AUM
Avg account
$336K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 315125
- Custodians
- GUGGENHEIM FUNDS DISTRIBUTORS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Adam Doty Company is an independent, Texas-registered registered investment adviser organized as an LLC that manages portfolios for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management rather than institutional pension consulting or family office services. The adviser does not identify as an active ESG investor and is not presented as a multi-state advisory platform.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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