D
Doncaster Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,967,371
Clients
35
54% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$313,353
About
Doncaster Wealth LLC is a single‑advisor independent registered investment adviser overseeing roughly $10.97 million for about 35 clients. The firm provides discretionary asset management and fee‑based financial planning services, offering both one‑time comprehensive plans and ongoing planning engagements.
Investment programs are tailored to each client’s goals and risk tolerance and employ fundamental and cyclical analysis alongside Modern Portfolio Theory, with discretionary trading authority and quarterly account reviews. Doncaster implements a mix of long‑ and short‑term strategies, monitors for rebalancing and tax‑loss harvesting opportunities, and generally delivers initial financial plans within about 30 days given timely client information.
A distinctive feature of the firm is the principal’s continued outside role as a Pacific Life insurance agent (about 5% of his time), and the brochure discloses that affiliated persons may receive customary insurance commissions — a conflict the firm says it manages through disclosures and fiduciary procedures. The firm is a small, recently established solo RIA that focuses on higher‑net‑worth clients rather than a mass‑market individual client base.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Wealth management
Tax-loss harvesting
Charitable giving tax strategies
Fee options
Full Financial Plans: $2,000 to $20,000 based on complexity; Ongoing Financial Planning: $3,000 to $20,000 annually, paid monthly or quarterly in advance.
$0 - $800,000: 1.20% annually $800,000.01 - $5,000,000: 0.70% annually $5,000,000.01+: 0.40% annually
Main office location
Doncaster Wealth LLC
Hinsdale IL, United States
Number of offices
1
Most active in
Doncaster Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Massachusetts · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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