DOTY EQUITY ADVISORS, INC.

DOTY EQUITY ADVISORS, INC. is an SEC-registered investment adviser (CRD 113351). Regulatory assets under management: $37.3M.

Registration

• CRD: 113351
• Type: Registered investment adviser
• Phone: 970-406-0651
• Latest filing: 2026-01-21
• Regulatory AUM: $37.3M
• Discretionary AUM: $37.3M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113351 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search