Douglas Capital Management Inc

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Assets, Funds, Holdings

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Douglas Capital Management Inc
CRD #106262
SEC #801-10647
CIK #
AUM $271.5 MM (2024-02-27)
Employees 4 (75% Investors, 0% Brokers)
Phone904-285-7866
Address13500 Sutton Park Drive S
Jacksonville, FL 32224
Source [IAPD] [Website]
Total AUM ($MM)
90072054036018002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 86 13.5
(b) Individuals (high net worth individuals) 25 43.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 213.7
(n) Other 0 0.0
Total 190 271.5
By Discretionary
Discretionary 185 270.8
Non-Discretionary 5 0.7
Total 190 271.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 271.5
Total 190 271.5
Comparable Firms State AUM ($BB)
Alliance Wealth Strategies LLC
VA 0.3
Altamont Capital Management LLC
NC 0.3
Accent Capital Management LLC
OH 0.3
Jackson Creek Investment Advisors LLC
CO 0.3
Warrington Asset Management LLC
TX 0.3
Financial Arcitects Inc
MI 0.3
Homan Wealth Advisors LLC
NE 0.3
MacroView Investment Management LLC
MD 0.3
Pointoak Retirement Advisors LLC
VA 0.3
Jeffrey Jay Bogdanovich
WA 0.3
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