TrueAdvisor
TrueAdvisor
DC
DC

Donald Davis Capelin

The Herbst Group, LLC
5 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
The Herbst Group, LLC
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
134 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$207.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

Westport, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Herbst Group, LLC
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Topos LLC
September 2008 - December 2008 · 3 mos
State Registrations2 states
CTNY
Advisor
Exams
No exam information available for this advisor.