CRD: 134089
Doll Capital Advisors Incorporated
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Request a Free TrialFirm Details
- Custodian
- LPL Financial · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-05-1996
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 51 clients, or 51 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on January 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
SCOTT WILLARD DOLL
Owner
- CRD
- #1087992
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Doll Capital Advisors Incorporated has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.