$90.0K Total AUM
$90.0K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2023
- Office Locations
- 1
Office Locations
-- Saratoga Springs NY
About Dubois Capital Management LLC
Dubois Capital Management is an independent, fee-only fiduciary RIA serving individuals and businesses with personalized investment management and financial planning. The firm builds bespoke portfolios aligned to client goals and risk profiles and supports retirement planning, estate planning and trusts, and consulting, emphasizing a modern, technology-enabled client experience.
Team overview
-- AVG AGE
$90.0K AVG AUM / ADVISOR
$90.0K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
Thomas W Dubois
Chief Compliance Officer, Managing Member
- CRD
- #7779658
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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