Douglas Carpenter Mccoy
Investment adviser representative at Montchanin Asset Management, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Montchanin Asset Management, LLCFeb 2026 to now
- Summit Rock AdvisorsApr 2023 to Feb 2026
- DeloitteJul 2021 to Apr 2023
- Duke UniversityAug 2020 to May 2021
- Furman UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 8231447
- Firm CRD
- 304367