# Docsa Capital Management, Inc.

> Docsa Capital Management, Inc. is a state-registered investment advisory firm in Portage, MI, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 124302
- Filed as: DOCSA CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portage, MI
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124302
- AdvisorCensus page: https://advisorcensus.com/firm/docsa-capital-management-inc-portage-mi-124302

## Quick answers

**How is Docsa Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Docsa Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Docsa Capital Management, Inc. located?**
Docsa Capital Management, Inc.'s principal office is in Portage, MI, according to its Form ADV.

**Is Docsa Capital Management, Inc. registered with the SEC or a state?**
Docsa Capital Management, Inc. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 124302.

**How much does Docsa Capital Management, Inc. manage?**
Docsa Capital Management, Inc. reports $95,413,735 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (98% discretionary).

**What types of clients does Docsa Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (28); corporations or other businesses not listed above (1).

**Does Docsa Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124302

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $95,413,735
- Discretionary: $93,507,546
- Non-discretionary: $1,906,189

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $16,594,530 |
| High net worth individuals | 28 | $78,552,938 |
| Corporations or other businesses not listed above | 1 | $266,267 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1995 (30 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- docsacapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Docsa Capital Management, Inc. (CRD 124302): Form ADV filing data as of October 2026.