A complete list of active advisors currently associated with Dorgeolis Capital LLC
Warmer can help you find a great advisor at Dorgeolis Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Dorgeolis Capital LLC, 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 |
|---|---|---|
Crestview, FL
| 4
|
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