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Dougherty CP Investments LLC
Dougherty CP Investments LLC is an independent, fiduciary wealth management firm located in Spring Hill, Florida. The company provides comprehensive financial services including financial planning, investment management, tax planning, retirement planning, and estate planning for clients in the Tampa Bay area and beyond.
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Dougherty CP Investments LLC at a glance
Dougherty CP Investments LLC is a financial services company headquartered in United States. Its most recent funding round raised $5.6M in April 2017. Xcout tracks 5 named people at Dougherty CP Investments LLC, including John A. Dougherty (Founder, CPA, MBA Registered Investment Advisor Representative).
Dougherty CP Investments LLC leadership
- John A. DoughertyFounder, CPA, MBA Registered Investment Advisor Representative
- Melissa ChaplainDirector of Administration
- Nicholette HamelRegistered Investment Advisor Representative
- Patrick A. ManconiCFP® Registered Investment Advisor Representative
- Seann A. DoughertyBS Registered Investment Advisor Representative
Dougherty CP Investments LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $5.6M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Dougherty CP Investments LLC competitors
A few of Dougherty CP Investments LLC's closest competitors — see the full list of competitors and alternatives →
Csenge Advisory Group, Inc. is a registered investment advisory (RIA) firm headquartered in Clearwater, Florida, providing wealth management and financial planning services.
Compound Planning is a modern wealth management and investment advisory firm that provides financial planning, investment management, and tax services.
Foundation Wealth Capital, LLC operates as a fee-only, fiduciary, and independent financial advisory firm that provides personalized financial planning, wealth management, tax planning, estate planning, insurance planning, and company 401(k) plan services to individuals and businesses. The firm works with clients nationwide, offering tailored strategies to help them grow and protect their assets, manage taxes, and achieve their long-term financial goals.
Infinite Wealth Planning, LLC provides comprehensive financial planning and wealth management services to professionals, business owners, and retirees. The company offers specialized guidance in lifestyle planning, investment management, tax strategy, estate planning, and insurance evaluation.
Sage Hill Capital is an independent, SEC-registered investment advisor based in Ann Arbor, Michigan, that provides comprehensive investment advice and custom portfolio management services. Operating as a fee-only fiduciary, the firm serves individual clients by designing personalized investment strategies based on risk tolerance and financial goals.
FDF Group, LLC (operating as FDF Wealth Strategies) is an independent wealth management firm based in Kansas City, Missouri. The company provides personalized financial planning, investment management, retirement strategies, and business services for individuals, families, pre-retirees, and small business owners.
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More on Dougherty CP Investments LLC in Xcout Intel
- 5 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access