DORGEOLIS CAPITAL LLC

DORGEOLIS CAPITAL LLC of CRESTVIEW, FL is an SEC-registered investment adviser (CRD 316653). Regulatory assets under management: $2.5M.

Registration

• CRD: 316653
• Type: Registered investment adviser
• Location: 5753 HWY 85 N PMB 2992, CRESTVIEW, FL, 32536
• Phone: 208-255-9517
• Latest filing: 2026-02-11
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 13

Business model

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

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316653 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search