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DOLL CAPITAL ADVISORS, INCORPORATED

Advisory

SAN JUAN CAPISTRANO, CA

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in CA
#3,052
of 5,480 advisers by AUM
Average account
$633K
across 120 accounts
AUM per adviser
$76M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM
$76M
Discretionary %
100%
Clients
51
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$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

EGM CAPITAL
SAN FRANCISCO, CA
$76M
-92.7% 1Y
JC FINANCIAL PLANNING & INVESTMENTS, LLC
$76M
MARIN WEALTH ADVISORS LLC
SAN RAFAEL, CA
$76M
0.0% 1Y
BARBARA J NORMAN, LLC
$76M
AARON GEOFFREY TURNER
SACRAMENTO, CA
$76M
TAMALPAIS ASSET MANAGEMENT, L.P.
SAUSALITO, CA
$76M
-41.2% 1Y

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