Sophit Lee
Docsa Capital Management, Inc. · Portage, Michigan
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.
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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 | $95.4M across 233 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, LA, MI · CRD 3041901 |
| Exams passed | Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | docsacapital.com |
How Sophit's firm compares
- Docsa Capital Management, Inc.'s average account is about $410,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about Sophit
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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