DOLL CAPITAL ADVISORS INCORPORATED

DOLL CAPITAL ADVISORS INCORPORATED of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser (CRD 134089). Regulatory assets under management: $76.0M.

Registration

• CRD: 134089
• Type: Registered investment adviser
• Location: 30448 RANCHO VIEJO RD STE 140, SAN JUAN CAPISTRANO, CA, 92675
• Phone: 949-497-6366
• Latest filing: 2026-01-08
• Regulatory AUM: $76.0M
• Discretionary AUM: $76.0M
• Clients: 1
• Accounts: 120

Business model

Compensation: % of AUM, Hourly, Fixed.

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 134089 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search