Doak Rauh Belt
Investment adviser representative at Fiduciary Capital Management LLC
15 yearsExperience
3 statesRegistered in
$149.8MFirm assets
Under 1 yearFirm in business
Are you Doak Rauh Belt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Fiduciary Capital Management LLCSep 2026 to now
- NamcoaApr 2021 to now
- Massmutual Life Insurance CompanyApr 2014 to now
- True Concepts Financial Insurance Services, Inc.Mar 2011 to now
- ProvisorsMay 2019 to May 2021
- Signature Resources Capital Management LLCMay 2018 to Apr 2021
- MML Investors Services LLCApr 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, TX).
Fiduciary Capital Management LLC
$149.8MAssets managed
74Clients
14Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2975913
- Firm CRD
- 340618