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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-1999
- Office Locations
- 1
Office Locations
About THE Ducoat Financial Group
The Ducoat Financial Group is an independent, fiduciary RIA focused on custom retirement solutions, private wealth management, and individualized corporate retirement planning. With nearly 27 years of experience, the firm emphasizes low-risk principal protection techniques alongside proactive tax planning and tax-liability reduction as clients approach retirement. It recommends registered products without proprietary ties, with client assets custodied at Charles Schwab & Co.
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
BRADLEY ADAM DUCOAT
Owner, PRINCIPAL
- CRD
- #2759783
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,252,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,252,670 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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