Dorgeolis Capital LLC
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About
Dorgeolis Capital LLC provides portfolio management alongside coaching and trade-instruction services for high‑net‑worth individuals and corporate/business clients. The small independent firm manages roughly $2.5 million across a limited number of client relationships and offers both discretionary and non‑discretionary account management.
The firm’s investment process emphasizes ETFs and options and employs charting, fundamental, quantitative, and technical analysis to support short‑term trading, options strategies, margin transactions, and short sales. Dorgeolis documents client risk tolerance in an Investment Policy Statement, monitors accounts regularly, and seeks best execution and equitable allocation of opportunities among clients.
Noteworthy relative to peers, Dorgeolis accepts performance‑based fees and discloses and publicizes performance results—features that are uncommon for similar independent advisers. The firm also offers paid coaching (onsite and virtual) and a subscription trade‑instruction service, and it discloses the incentives and potential conflicts that arise from pairing performance‑fee arrangements with active, leveraged trading strategies.
Client services
Expertise
Fee options
$6,500 for 5-day onsite coaching session (40 hours); $99/month or $999/year for trade instruction services
All assets+: 2.00% annually
$250 per hour with a 2-hour minimum for remote/virtual coaching
0.00% AUM plus 25.00% performance fee on capital appreciation with high-water mark
Trade instruction fees: $99/month or $999/year
Main office
5753 Hwy 85 N Pmb 2992
Crestview FL 32536
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Trust company
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Fund sponsor
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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.
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