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| Keyboard |
| Douglas Capital Management Inc
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|---|---|
| CRD # | 106262 |
| SEC # | 801-10647 |
| CIK # | |
| AUM | 295.2 M (2026-03-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 904-285-7866 |
| Address | 4230 Pablo Professional Court Jacksonville, FL 32224 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 18.1 |
| (b) Individuals (high net worth individuals) | 19 | 41.9 |
| (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 | 3 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 1 | 233.9 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 295.2 |
| By Discretionary | ||
| Discretionary | 279 | 295.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 279 | 295.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.2 | |
| Total | 279 | 295.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Orchid Advisory LLC
✚
|
TX | 295.7 M |
|
Square Advisors LLC
✚
|
295.5 M | |
|
Huber Weakland & Associates Inc
✚
|
MD | 295.3 M |
|
Union Heritage Capital
✚
|
MI | 295.2 M |
|
Marmo Financial Group LLC
✚
|
TN | 295.2 M |
|
Carpenter Claydon Advisors Inc
✚
|
FL | 294.9 M |
|
Pilgrims Capital Advisors Inc
✚
|
MI | 294.9 M |
|
Madison Park Capital Advisors LLC
✚
|
WA | 294.8 M |
|
Wall Capital Group Inc
✚
|
AZ | 294.7 M |
|
Bright Futures Wealth Management LLC
✚
|
NY | 294.5 M |