A complete list of active advisors currently associated with Adam Doty Company

Warmer can help you find a great advisor at Adam Doty Company or one who fits your needs even better.

The firm provides discretionary asset management and ongoing portfolio supervision for individual clients as a solo-registered advisory practice. As disclosed in its brochure, it manages roughly $672,800 across two client accounts and implements trading authority when clients grant written authorization. Its investment process incorporates technical analysis and an income-oriented strategy, with recommendations tailored to each client’s Investment Policy Statement and any client-imposed restrictions. The firm also uses a Retirement Plan M.A.P. framework called the Safety First System, which applies a set of 36 algorithms to determine allocations based on current market characteristics aligned with the Market Adaptive Hypothesis. Distinctive features include the firm’s very small scale—a single principal serving a two-client roster—which may influence capacity and operational practices compared with larger advisors. The principal also spends notable time (about 12%) on an educational Retirement Plan Market Adaptive Portfolios website, and the firm does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at Adam Doty Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Raymond Bennett	Waco, TX	4

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