# Sophit Lee

> Sophit Lee is a fee-only financial advisor at Docsa Capital Management, Inc. in Portage, Michigan, who holds the CFP credential. Docsa Capital Management, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sophit-lee/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Docsa Capital Management, Inc.
- **Based in:** Portage, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $95.4M across 233 accounts
- **Credentials:** CFP
- **CRD:** 3041901 (https://adviserinfo.sec.gov/individual/summary/3041901)
- **SEC registration:** Investment adviser representative in CA, FL, LA, MI
- **Exams passed:** Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://docsacapital.com

## Frequently asked questions

### Is Sophit Lee a fee-only financial advisor?

Yes. Sophit Lee is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sophit's firm.

### How does Sophit charge for financial advice?

Sophit's firm, Docsa Capital Management, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Sophit Lee based?

Sophit Lee is based in Portage, Michigan.

### What credentials does Sophit Lee hold?

Sophit Lee holds the CFP credential.

### Is Sophit Lee registered with the SEC?

Yes. Sophit Lee is registered as an investment adviser representative in CA, FL, LA and MI (CRD 3041901), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Docsa Capital Management, Inc. manage?

Docsa Capital Management, Inc. reports $95.4M across 233 accounts in assets under management.

### How do I contact Sophit Lee?

Through Sophit's website, docsacapital.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4730): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.