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Douglas Carpenter McCoy

Montchanin Asset Management, LLC

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About Douglas Carpenter McCoy

Douglas Carpenter McCoy is an Investment Advisor Representative with Montchanin Asset Management, LLC, located in Montchanin, Delaware. Douglas has been in the industry since September 2001 and is registered with the state of Pennsylvania. Douglas is also a Limited Partner at Across The Tracks, Inc. and spends approximately 4 hours per month on this business during non-trading hours. Douglas focuses on portfolio management for individuals.

Firm Information

Douglas McCoy is currently registered with Montchanin Asset Management, LLC. Montchanin Asset Management, LLC is a registered investment advisor based in Montchanin, Delaware. The firm provides portfolio management services for individuals and has approximately $107.6 million in regulatory assets under management. They primarily serve high-net-worth individuals and other individuals, with a total of 104 accounts.
Montchanin Asset Management, LLC

10 WEST ROCKLAND ROAD

MONTCHANIN, DE 19710

$107.63M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas McCoy’s Registration & Firm History

DE

06/27/2019 - Present

Montchanin Asset Management, LLC (MONTCHANIN DE)

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Licenses & Designations

IA

Issued 03/24/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Carpenter McCoy.
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