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| Happy Holidays!! thanks for using AUM13F!! |
| CH Douglas & Gray LLC
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| CRD # | 142352 |
| SEC # | 801-121265 |
| CIK # | |
| AUM | $187.2 M (2025-03-24) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 317-843-8300 |
| Address | 7040 N College Ave Indianapolis, IN 46220-1073 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 47.7 |
| (b) Individuals (high net worth individuals) | 47 | 113.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 11.6 |
| (h) Charitable organizations | 10 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 6.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 523 | 187.2 |
| By Discretionary | ||
| Discretionary | 516 | 175.5 |
| Non-Discretionary | 7 | 11.7 |
| Total | 523 | 187.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.2 | |
| Total | 523 | 187.2 |
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|---|---|---|
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CA | 0.2 |
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IA | 0.2 |
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GA | 0.2 |
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0.2 | |
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MJR Financial LLC
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TX | 0.2 |
|
Herbert J SIMS Capital Management Inc
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|
Connected Wealth Solutions LLC
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OR | 0.2 |
|
Brightpath Wealth Planning LLC
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CA | 0.2 |
|
XO Capital LLC
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|
0.2 | |
|
Dominguez Wealth Management Solutions Inc
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|
VA | 0.2 |