Doxa Capital, LLC

Doxa Capital provides discretionary and non‑discretionary portfolio management and related advisory services to individuals (including high‑net‑worth clients), charitable organizations, and corporate profit‑sharing plans. The firm manages roughly $71 million across about 75 client accounts and offers two primary programs: Genesis (a rules‑based ETF allocation) and a Comprehensive Management option.

The Genesis program is a passive, rules‑based asset allocation strategy that limits investments to low‑cost ETFs (management fees below 0.10% and offered commission‑free) and uses risk metrics and mean‑reversion parameters to determine allocations. The Comprehensive program applies tactical and sometimes concentrated management across multiple asset classes, and Doxa generally exercises discretionary authority while reviewing client risk tolerance and goals periodically.

Doxa’s brochure discloses practices that are uncommon among peers for firms its size, including the use of borrowing (margin) and derivatives (options) in managed accounts, which the firm identifies as higher‑risk. The firm also manages client assets internally rather than outsourcing to third‑party managers and combines both a rules‑based passive offering and a more active, tactical management option within its service mix.