D
Dorgeolis Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,500,000
Total clients
13
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$192,308
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
Portfolio management
Coaching services
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
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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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.
Main office location
Dorgeolis Capital LLC
5753 Hwy 85 N Pmb 2992
Crestview FL 32536, United States
Number of offices
1
Forms ADV
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