D
CRD: 336225
Doncaster Wealth LLC
Hinsdale, IL
9372451129
$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2025
- Office Locations
- 1
Office Locations
-- Hinsdale IL
About Doncaster Wealth LLC
Doncaster Wealth LLC is a Hinsdale-based RIA. The firm has been operating for 0 years. Managing $11.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$296.4K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Legacy Matrix alpha
Client Personas
Unison Legacy peak
Investment Themes
Foundation vector Foundation ember
Investment Vehicles
Pioneer signal
Services
Beacon fusion Peak momentum Glacier Vertex alpha Crest
Owner & Executives
JOHN PAUL DONCASTER
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6058770
- Ownership
- 75% or more
(960) 439-5229
zenith.timber@eaglecapital.com
in linkedin.com/in/radial-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,967,371 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,967,371 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,967,371
Public Funds:
31.4% Cash:
68.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,603,684,905 | 31.4% |
| Cash | $5,688,305,238 | 68.6% |
| Total | $8,291,990,143 | 100.0% |