Doncaster Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 336225
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.06%
- Individuals15.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Doncaster Wealth LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management tailored to individuals and small businesses. Its pricing mixes AUM-based fees and fixed-fee engagements. Doncaster does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not act as a capital allocator. The firm lists an industry affiliation with an insurance company.
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
John Doncaster
FounderCRD 6058770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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