D
CRD: 316653
Dorgeolis Capital LLC
Crestview, FL, 32536
2082559517
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-2021
- Office Locations
- 1
Office Locations
5753 HWY 85 N PMB 2992 Crestview FL
About Dorgeolis Capital LLC
Dorgeolis Capital LLC is a Crestview-based RIA. The firm has been operating for 4 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$192.3K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Signal radial
Investment Themes
Prime vertex Meridian
Investment Vehicles
Signal oak
Services
Optima horizon
Owner & Executives
Michael Alexander Listman
Chief Compliance Officer, Managing Member, President
- CRD
- #7438504
- Ownership
- 75% or more
(966) 749-8894
beacon.signal@optimacapital.com
in linkedin.com/in/matrix-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,500,000
Public Funds:
36.0% Equity - Exchange:
64.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,267,531,162 | 36.0% |
| Equity - Exchange | $2,253,388,732 | 64.0% |
| Total | $3,520,919,894 | 100.0% |