DOXA CAPITAL, LLC

Overview

Doxa Capital, LLC is an independent registered investment adviser that runs a discretionary wealth-management practice focused on equity-centered portfolios and third‑party alternative fund allocations. The firm serves a mix of individual, family and select institutional clients and charges a percentage‑of‑AUM fee for portfolio management and financial planning. Investment activity centers on exchange‑traded equities as the principal building block of client portfolios, supplemented by mutual funds for sector or style exposure and allocations to external alternative managers for venture capital, private placements and real estate. Doxa Capital provides portfolio management for individuals and small businesses and positions itself to blend liquid public market exposure with illiquid, manager‑led alternative strategies when appropriate. Doxa Capital is not an active ESG investor, reports its advisory services as primarily financial planning and portfolio management, and operates as a single‑state filer rather than a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices