RIA Intel›Advisers›California›DOTY EQUITY ADVISORS, INC.

DOTY EQUITY ADVISORS, INC.

Advisory

CA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in CA
#3,754
of 5,480 advisers by AUM
Average account
$1M
across 26 accounts
AUM per adviser
$37M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM
$37M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, OR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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