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Douglas Carpenter Mccoy

MONTCHANIN ASSET MANAGEMENT, LLC·MONTCHANIN, Delaware
Series 65Clean record9 years registeredMONTCHANIN ASSET MANAGEMENT, LLC
10 WEST ROCKLAND ROAD, MONTCHANIN, DE 19710CRD# 4450939Firm CRD# 304367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Carpenter Mccoy · MONTCHANIN, DE
Registration
CRD #4450939 · MONTCHANIN ASSET MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

MONTCHANIN ASSET MANAGEMENT, LLC
Jun 2019 – present
BELL ROCK CAPITAL, LLC
Mar 2017 – Jun 2019
MONTCHANIN, DE
MONTCHANIN ASSET MANAGEMENT, LLC
Mar 2017 – Oct 2017
MONTCHANIN, DE
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 24, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONTCHANIN ASSET MANAGEMENT, LLC
CRD 304367 · SEC 801-124868
AUM
$108M
Regulatory assets under management
Employees
2
104 client accounts
Services offered by MONTCHANIN ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MONTCHANIN ASSET MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Douglas Carpenter Mccoy offer?
Douglas Carpenter Mccoy specializes in Investment Management, Fee-Only Advisory. Contact their office in MONTCHANIN, Delaware for a consultation.
What are Douglas Carpenter Mccoy's credentials?
Douglas Carpenter Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Carpenter Mccoy located?
Douglas Carpenter Mccoy is based in MONTCHANIN, Delaware, working with MONTCHANIN ASSET MANAGEMENT, LLC. Their office serves clients in the MONTCHANIN metropolitan area and surrounding communities.
How does Douglas Carpenter Mccoy charge for services?
Douglas Carpenter Mccoy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTCHANIN ASSET MANAGEMENT, LLC?
MONTCHANIN ASSET MANAGEMENT, LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONTCHANIN ASSET MANAGEMENT, LLC

William Kirkus Dugdale
MONTCHANIN, DE

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (110)GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)HOCKESSIN (1)0000740272 (1)
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Research
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