D
$95.4M Total AUM
$93.5M Disc. AUM
-- 3Y CAGR
3 Employees
80 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 10-09-1995
- Office Locations
- 1
Office Locations
8080 Moorsbridge RD Suite 200 Portage MI
About Docsa Capital Management, Inc.
Docsa Capital Management, Inc. is a Portage, MI registered investment adviser providing financial planning and wealth management, including retirement, tax and estate planning, insurance and business-succession guidance. Portfolios use ETFs, mutual funds and fixed income within an asset-allocation and risk-management approach. Custody is held with Charles Schwab & Co.
Team overview
-- AVG AGE
$31.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age
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Asset Classes
Foundation Legacy zenith Quantum
Client Personas
Pioneer Bridge
Custodian
Glacier harbor
Investment Themes
Harbor radial Zenith
Investment Vehicles
Frontier
Services
Atlas Catalyst radial Element Pioneer Catalyst Eagle bridge Frontier insight
Technology
Radial
Owner & Executives
T
TIMOTHY JOHN SCHAUER
Principal
- CRD
- #4624748
- Ownership
- 75% or more
(389) 675-8016
wave.capital@elementcapital.com
in linkedin.com/in/timber-unison
Showing 1 of 1 owners & executives
Unlock allContacts
Matthew Earl Harrison
Private Client Relationship Manager
- CRD
- #8039848
(685) 410-3937
capital.eagle@alphacapital.com
in linkedin.com/in/radial-delta
SOPHIT LEE
Managing Director
- CRD
- #3041901
(454) 425-5075
foundation.vital@deltacapital.com
in linkedin.com/in/prime-legacy
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,507,546 | -- |
| Non-Discretionary | $1,906,189 | -- |
| Total | $95,413,735 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,413,735
Equity - Exchange:
18.3% Public Funds:
16.2% Corporate - Investment Grade:
5.1% U.S. Government/Agency:
21.5% Cash:
22.8% Municipal Bonds:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $720,555,552 | 18.3% |
| Public Funds | $637,868,850 | 16.2% |
| Corporate - Investment Grade | $200,810,564 | 5.1% |
| U.S. Government/Agency | $846,554,337 | 21.5% |
| Cash | $897,741,344 | 22.8% |
| Municipal Bonds | $633,931,387 | 16.1% |
| Total | $3,937,462,034 | 100.0% |