A
$672.8K Total AUM
$672.8K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
4 yrs Firm Age
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- Custodian
- Guggenheim
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-22-2021
- Office Locations
- 1
Office Locations
-- Waco TX
About Adam Doty Company
Adam Doty Company is a Waco-based RIA. The firm has been operating for 4 years. Managing $672.8K in total assets under management, with 1 advisory representatives. They custody assets with Guggenheim.
Team overview
-- AVG AGE
$672.8K AVG AUM / ADVISOR
$336.4K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
R
RAYMOND LEROY BENNETT
Chief Compliance Officer, Owner
- CRD
- #1057019
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $672,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $672,800 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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