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Dougherty CP Investments LLC competitors & alternatives
The 12 closest competitors and alternatives to Dougherty CP Investments LLC among financial services companies — ranked by similarity to what Dougherty CP Investments LLC actually does, not by market-cap band.
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About 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.
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 →
Top 12 Dougherty CP Investments LLC competitors
Ranked by semantic similarity — how close each company is to Dougherty CP Investments LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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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.
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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.
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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.
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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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Cedar Point Capital Partners is a fee-only wealth management firm and registered investment adviser that provides comprehensive portfolio management, financial planning, and institutional consulting services to families, businesses, and institutions.
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Hutchinson Capital Partners LLC provides comprehensive wealth management and financial planning services to individuals and small businesses. Its offerings include active investment management, insurance, tax planning, estate management, and small business benefit packages.
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Birch Investment Partners is a fee-only fiduciary financial advisory firm that provides comprehensive wealth management services to individuals and families with at least $500,000 in investable assets. The firm offers personalized financial planning, investment management, tax planning, and retirement planning to help clients navigate major life transitions and achieve their financial goals.
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Encore Wealth, LLC is a fee-only fiduciary firm that provides comprehensive financial planning and wealth management services to individuals and families. The company offers integrated advice covering investments, tax minimization, insurance, retirement, and estate planning through a client-centered advisory approach.
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Dublin Capital Management is a fee-based financial planning and investment firm that serves individuals and families with investable assets generally starting at $500,000. The company offers customized services including personal financial planning, portfolio management, retirement planning, education planning, tax planning, and business planning. Operating alongside its sister firm Dublin Advisors LLC CPA, the company integrates financial planning with income tax services.
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Palmetto Investment Consultants is a financial advisory firm based in Rock Hill, South Carolina, that provides personalized investment, retirement, estate, insurance, and tax planning services to individual clients. The firm develops, implements, and monitors tailored financial and lifestyle strategies to help clients pursue their monetary goals.
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