The Ducoat Financial Group
Firm details
- Headquarters
- ,
- CRD number
- 119884
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.08%
- Individuals17.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Ducoat Financial Group operates as an independent, individually owned registered investment adviser that focuses on advice and portfolio management for individuals, families and small businesses. Its advisory services center on financial planning and discretionary portfolio management, and the firm also operates as an insurance broker. Compensation is charged as a percentage of assets under management. The firm does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser in the provided data.
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 Funds55%
- Exchange Traded Equities32%
- US Government Bonds8%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
1 of 1Bradley Ducoat
OwnerCRD 2759783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Pilot Wealth Management
RIAPalos Wealth Advisors, LLC
RIAPalos Heights, IL
Keep It Simple Financial Planning
RIAOrange, CA
Azura Partners US LLC
RIANew York, NY
Omega Financial Investments & Insurance
RIAKirkland, WA
Vital Capital LLC
RIAClinton, IA