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Doolittle William Gaul (Carmel)


Doolittle William Gaul is a large advisory firm based in Carmel. It manages $147.22 million of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Doolittle William Gaul provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Doolittle William Gaul: assets under management

The assets under management (AUM) of Doolittle William Gaul is $147.22 million. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $131.92 million in discretionary accounts and $15.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $922.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.18 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Doolittle William Gaul for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Carmel

The principal office where Doolittle William Gaul performs its advisory services is located at 26335 Carmel Rancho Blvd., Carmel, CA 93923 The mailing address of the firm is P.O. Box 221610, Carmel, CA 93922. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 831-624-3317 or by fax 831-624-0620. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.


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