Douglas McCoy has been Managing Director of Montchanin Asset Management since March 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm. Douglas McCoy holds a Bachelor of Arts in Business Administration from Furman University and a Master of Management from Fuqua School of Business, Duke University.
Montchanin Asset Management, LLC is a Montchanin, DE firm with $121M under management, 60 clients and 2 advisers in one office, as of its March 2026 filing.
Douglas C. McCoy Jr. is Managing Director of Montchanin Asset Management. He works on portfolio management, supporting the investment process through equity research, portfolio construction and client relationship management, and plays a supporting role in firm operations. Before joining the firm he began his career at Deloitte, advising fintech clients on IPO readiness and financial reporting, and then joined Summit Rock Advisors, where he focused on data analytics and portfolio reporting.
- – present · under a yearMontchanin, DE · Adviser representative · Firm CRD 304367
Investment adviser representative registrations
Douglas McCoy is registered as an investment adviser representative in 2 states. Each was approved in February 2026.
- DelawareSince 28 February 2026
- PennsylvaniaSince 28 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 January 2026 |
| SIE | Securities Industry Essentials Examination | 9 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Douglas Carpenter McCoy
- CRD
- 8231447
- Firm
- Montchanin Asset Management · CRD 304367
- Role
- Managing Director
- Office
- 10 WEST ROCKLAND ROAD, Montchanin, DE 19710
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- montchaninasset.com
Where does Douglas McCoy work?
Douglas McCoy has been Managing Director of Montchanin Asset Management, LLC since March 2026.
Is Douglas McCoy a financial advisor?
Yes. Douglas McCoy has a current investment-adviser registration in Delaware and Pennsylvania, through Montchanin Asset Management since February 2026.
How many years of experience does Douglas McCoy have?
Douglas McCoy has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Douglas McCoy passed?
Douglas McCoy has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2022.
Where is Douglas McCoy based?
Douglas McCoy’s registered office is in Montchanin, DE.
Is Douglas McCoy registered with FINRA?
No. Douglas McCoy has no current broker registration.
How can I verify Douglas McCoy’s record?
Search CRD 8231447 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas McCoy’s full registration record.