THE DUCOAT FINANCIAL GROUP

THE DUCOAT FINANCIAL GROUP is an SEC-registered investment adviser (CRD 119884). Regulatory assets under management: $71.3M.

Registration

• CRD: 119884
• Type: Registered investment adviser
• Phone: 561-488-2802
• Latest filing: 2026-07-13
• Regulatory AUM: $71.3M
• Discretionary AUM: $71.3M
• Clients: 1
• Accounts: 249

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 119884 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search