Dolcini Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
29
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$0
About
The firm provides investment management and financial planning to individuals, trusts, small businesses/corporations, and estates. Services include written financial plans, non‑discretionary portfolio management, and referrals to third‑party registered advisers for clients seeking discretionary management or alternative investments.
Investment strategies are developed from client‑specific information such as employment status, cash reserves, retirement account values, anticipated retirement date, and risk tolerance, and the firm uses economic and market research (government reports, industry analyses, and corporate insider activity) to inform allocations. Directly managed portfolios use common securities, mutual funds and ETFs, CDs, government securities, options and limited partnerships, and accounts are reviewed on a weekly basis.
The firm is notable for its affiliation with a separate wealth‑management and insurance practice and for having a principal who is a licensed life insurance agent and may devote up to half of his work week to insurance activities and commissions, a combination that is uncommon among small independent advisers and can create potential conflicts of interest. It also accepts fee‑sharing arrangements with third‑party advisers and reported no assets under management as of December 31, 2020, features that distinguish its operating model from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Retirement income strategy
Fee options
Written financial plans range from $1,250 to $5,000
$25,000 - $150,000: 2.40% total (1.65% to DCAP + 0.75% to Thompson) $150,001 - $300,000: 2.15% total (1.50% to DCAP + 0.65% to Thompson) $300,000 - $500,000: 2.00% total (1.40% to DCAP + 0.60% to Thompson) $500,001 - $2,000,000: 1.80% total (1.30% to DCAP + 0.50% to Thompson) $2,000,001+: 1.60% total (1.15% to DCAP + 0.45% to Thompson)
Insurance sales commissions earned by Daniel A. Dolcini as a licensed insurance agent
$300 per hour for financial planning consultations
Fee-only: Financial planning hourly fee: $300 per hour; Written financial plan fees range from $1,250 to $5,000 depending on complexity
Main office location
Dolcini Capital Management
923 Haddonfield Road, Suite 300
Cherry Hill NJ 08002, United States
Number of offices
2
Most active in
Dolcini Capital Management has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
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.
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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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