RIA Intel›Advisers›Illinois›DONCASTER WEALTH LLC

DONCASTER WEALTH LLC

Advisory

IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IL
#1,527
of 1,719 advisers by AUM
Average account
$313K
across 35 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
35
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$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, IL, MA, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

SONG ASSET MANAGEMENT, LLC
$11M
SPIRE INVESTMENT MANAGEMENT LLC
$11M
PORTER AVENUE CAPITAL MANAGEMENT, LLC
ALTO PASS, IL
$11M
ENCOMPASS WEALTH MANAGEMENT LLC
LIBERTYVILLE, IL
$11M
WHITE CREST CAPITAL, LLC
$11M
BALANCE FINANCIAL SERVICES, INC.
$11M

Get the full picture on DONCASTER WEALTH LLC

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

Create a free account →See plans