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Donald Ames

12 Years of Experience
Sarasota, FL

Donald Ames is a registered investment advisor at Ames Capital Management, INC., based in Sarasota, FL, with 12 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 30 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.5M
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Location

Sarasota, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Donald is an attorney licensed in New York and a CPA who works as a consultant. This activity accounts for about 10-20% of his time.

Employment History
Current Registrations
Ames Capital Management, INC.
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Level Four Advisory Services
December 2022 - January 2023 · 1 mo
Ames Capital Management, INC.
August 2013 - December 2022 · 9 yrs 4 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.