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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2015
- Office Locations
- 1
Office Locations
About Doxa Capital, LLC
Doxa Capital’s Genesis is a fiduciary RIA platform built for investors who want streamlined, goal-based asset allocation without full-service planning. It matches a simple financial plan and risk tolerance to diversified model portfolios, blending AI with Doxa’s investment team oversight, with human-reviewed rebalances that can be adjusted as life changes. Investment approach centers on diversified allocation using ETFs and fixed income, priced at a 0.40% annual fee.
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Owner & Executives
ROBERT CHASE LEE
Chief Compliance Officer, Founding Partner
- CRD
- #6101836
- Ownership
- 50% but less than 75%
DAVID NASH MUCCIARO
Founding Partner
- CRD
- #5162136
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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