DOCSA CAPITAL MANAGEMENT, INC.

DOCSA CAPITAL MANAGEMENT, INC. of PORTAGE, MI is an SEC-registered investment adviser (CRD 124302). Regulatory assets under management: $95.4M.

Registration

• CRD: 124302
• Type: Registered investment adviser
• Location: 8080 MOORSBRIDGE RD, PORTAGE, MI, 49024
• Phone: 269-488-2322
• Latest filing: 2026-03-26
• Regulatory AUM: $95.4M
• Discretionary AUM: $93.5M
• Non-discretionary AUM: $1.9M
• Clients: 3
• Accounts: 233

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124302 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search