DORGEOLIS CAPITAL LLC
Firm details
- Headquarters
- CRESTVIEW, Florida
- CRD number
- 316653
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dorgeolis Capital LLC is a small, individually owned limited liability advisory firm that focuses on portfolio management for individuals and small businesses. The firm serves an individual and family client base and charges a mix of fee arrangements — percentage of assets under management, hourly fees, flat fees, and performance-based fees are all part of its pricing options. Dorgeolis is not positioned as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant based on the available information.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds80%
- Exchange Traded Equities20%
Owners & executives
1 of 1Michael Listman
Chief Compliance OfficerCRD 7438504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CRESTVIEW, FL
OKALOOSA
Location
CRESTVIEW, FL
Headquartered in CRESTVIEW, FL, in the South of the United States.
- Region
- South
- County
- OKALOOSA
- Address
- 5753 Highway 85 N
- Time zone
- ET (UTC-5)
- Office locations
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