CRD: 134089
Doll Capital Advisors Incorporated
$76.0M Total AUM
$76.0M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
30 yrs Firm Age
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- Custodian
- LPL Financial · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- VertexQuantum
- Established Date
- 03-05-1996
- Office Locations
- 1
Office Locations
30448 Rancho Viejo RD STE 140 Suite 140 SAN Juan Capistrano CA
About Doll Capital Advisors Incorporated
San Juan Capistrano, CA-based Doll Capital Advisors (LPL Financial) provides technical-analysis-driven investment management and planning support for individuals and families navigating retirement, inheritances, or divorce. Led by Chartered Market Technician Scott W. Doll, with 40+ years’ experience and ranked in the top 5% of LPL advisors, the firm often uses ETFs and emphasizes risk management and proactive communication.
Team overview
64 AVG AGE
$76.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
North focus Unison harbor
Client Personas
Unison Momentum
Custodian
Ridge vertex Timber Pioneer Element Capital glacier Capital summit Timber
Investment Themes
Fusion frontier Delta Harbor
Investment Vehicles
Zenith Alpha focus
Services
Capital Vital pathway Zenith radial North fusion Focus Momentum horizon Horizon quantum Wave
Technology
Peak Vector
Owner & Executives
SCOTT WILLARD DOLL
Owner
- CRD
- #1087992
- Ownership
- 75% or more
(836) 812-9348
quantum.vertex@momentumcapital.com
in linkedin.com/in/pioneer-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,000,000
Equity - Exchange:
37.8% Private Funds:
18.6% Cash:
28.0% U.S. Government/Agency:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $783,811,425 | 37.8% |
| Private Funds | $385,684,987 | 18.6% |
| Cash | $580,601,055 | 28.0% |
| U.S. Government/Agency | $323,477,731 | 15.6% |
| Total | $2,073,575,198 | 100.0% |