Fee-only adviser · Arlington, VA
Doxa Capital, LLC
Doxa Capital, LLC is a fee-only investment adviser registered with the securities regulators of Colorado, Florida, Maryland, North Carolina, Virginia, with its main office in Arlington, Virginia. On its latest Form ADV, filed March 31, 2026, it reports $71M in regulatory assets under management, 75 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado, Florida, Maryland, North Carolina, Virginia |
|---|---|
| Firm CRD number | 174851 |
| Office | 1201 Wilson Blvd Arlington, VA 22209 |
| Phone | (703) 638-8838 |
| Website | www.genesisbydoxa.com |
| Regulatory assets under management | $71M |
| Individual clients | 50 non-high-net-worth, 25 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Arlington
- Evermay Wealth Management, LLC $1.3B
- Omega Wealth Management LLC $310M
- U.s. Advisors, Inc. $70M
- Contrary Investment Advisors $104M
- Mountain View Wealth Management LLC $54M
- Jade & Cowry LLC $65M
See all 26 fee-only advisers in Arlington →
Nearby
- Washington 21 firms
- Falls Church 3 firms
- Alexandria 21 firms
- Chevy Chase 9 firms
- Cabin John 1 firm
- Annandale 1 firm
- National Harbor 1 firm
- Bethesda 35 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Doxa Capital, LLC? Update this listing.