RIA Intel›Advisers›Michigan›DOCSA CAPITAL MANAGEMENT, INC.

DOCSA CAPITAL MANAGEMENT, INC.

Advisory

PORTAGE, MI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in MI
#407
of 521 advisers by AUM
Average account
$410K
across 233 accounts
AUM per adviser
$32M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$95M
Discretionary %
98%
Clients
75
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$95M
Discretionary AUM$94M
Non-Discretionary AUM$2M
Discretionary %98%
Total Clients75
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, FL, LA, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

PROSPERITY WEALTH STRATEGIES LLC
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STEWARD CAPITAL MANAGEMENT, INC.
BLOOMFIELD HILLS, MI
$95M
-16.5% 1Y
COPPER BEECH TREE LLC
BLOOMFIELD HILLS, MI
$95M
-52.3% 1Y
LABOR-MANAGEMENT FUND ADVISORS,L.L.C.
TROY, MI
$95M
XLM CAPITAL MANAGEMENT, LLC
DEXTER, MI
$97M
-1.4% 1Y
THE BROCK GROUP, LLC
PLYMOUTH, MI
$94M

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