Douglas Carpenter Mccoy
Investment adviser representative at Montchanin Asset Management, LLC
25 yearsExperience
1 stateRegistered in
$120.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Bell Rock Capital, LLCMar 2017 to now
- Montchanin Asset Management, LLCSep 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Montchanin Asset Management, LLC
$120.8MAssets managed
60Clients
2Advisers
4 yearsIn 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
- 4450939
- Firm CRD
- 304367