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Timothy John Schauer

Docsa Capital Management, Inc.

Portage, MI

CRD 4624748

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Employer firm

Docsa Capital Management, Inc. CRD 124302

$95.4M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Docsa Capital Management, Inc.

8080 Moorsbridge Rd Suite 200, Portage, MI 49024 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2019-09-09
FL RA APPROVED 2017-03-03
MI RA APPROVED 2010-12-20
CA RA APPROVED 2002-10-17
  • LA RA
    APPROVED
    Since 2019-09-09
  • FL RA
    APPROVED
    Since 2017-03-03
  • MI RA
    APPROVED
    Since 2010-12-20
  • CA RA
    APPROVED
    Since 2002-10-17

Branch Locations

8080 Moorsbridge Rd Suite 200, Portage, MI 49024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Docsa Capital Management, Inc. Portage MI 01/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-20
  • S65 Uniform Investment Adviser Law Examination
    2001-04-20
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ZHANG FINANCIAL
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EDWARD JONES

Nearby Investors

LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN

Nearby Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI

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