9 D Capital Llc
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ADV data as of Aug 08, 2026
- Regulatory AUM
- $10.6M
- Discretionary
- $10.6M
- Clients
- 6
- Avg AUM / client
- $1.8M
- Accounts
- 9
- Employees
- 3
AUM over time
$10.6M
$10.6M
Jul 1, 2026
Aug 8, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $702K | 6.61% |
| High net worth individuals | 1 | $9.9M | 93.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sam Hicham Alaoui | Registered representative | Sep 2021 (5y) | ||
| Lauralee W. Donnelly | Registered representative | Jun 2022 (4y) | ||
| Nazariy Blagyy | Registered representative | Dec 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 08, 2026.
View current Form ADV (SEC/IAPD) ↗