$14.5M Total AUM
$14.5M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Vertex timberPathway
- Established Date
- 02-03-2022
- Office Locations
- 1
Office Locations
-- Newington CT
About Docsfp
DOCSFP is a virtual financial planning practice led by CFP Kayse Kress, focused on physicians. The firm provides one-time comprehensive plans and ongoing planning to implement and adjust strategies over time, with an education-first, personalized approach. Investment guidance centers on asset allocation and risk management using primarily public funds, with custody through Schwab and Vanguard.
Team overview
39 AVG AGE
$14.5M AVG AUM / ADVISOR
$245.9K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Insight Catalyst
Client Personas
Prime harbor Vector
Custodian
Eagle
Fund Managers
Foundation radial
Investment Themes
Signal north Unison
Investment Vehicles
Signal delta
Services
Momentum harbor Horizon Radial North Zenith Legacy vector
Technology
Eagle element Delta peak
Owner & Executives
K
KAYSE ANN KRESS
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #5060633
- Ownership
- 75% or more
(250) 219-4225
beacon.ember@meridiancapital.com
in linkedin.com/in/signal-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,507,427 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,507,427 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,507,427
Public Funds:
67.4% Cash:
32.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,796,044,348 | 67.4% |
| Cash | $2,319,748,453 | 32.6% |
| Total | $7,115,792,801 | 100.0% |