RIA Intel›Advisers›Connecticut›DOCSFP LLC

DOCSFP LLC

Advisory

CT

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in CT
#1,165
of 1,312 advisers by AUM
Average account
$322K
across 45 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$15M
Discretionary %
100%
Clients
33
Employees
1

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$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CT, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

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

SUSAN MARIE CLANCY, ACADIA ASSET MANAGEMENT
WATERFORD, CT
$14M
-43.5% 1Y
YHB RETIREMENT SERVICES LLC
WEST HARTFORD, CT
$14M
JABEZ FINANCIAL, LLC
UNCASVILLE, CT
$14M
MIGHTY OAK MANAGEMENT LLC
$15M
JKG CAPITAL LLC
WESTPORT, CT
$15M
LONGVUE CAPITAL MANAGEMENT LLC
$15M

Get the full picture on DOCSFP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DOCSFP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans