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| Happy Holidays!! thanks for using AUM13F!! |
| Douglas Capital Management Inc
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| CRD # | 106262 |
| SEC # | 801-10647 |
| CIK # | |
| AUM | $282.5 M (2025-03-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 904-285-7866 |
| Address | 13500 Sutton Park Drive S Jacksonville, FL 32224 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 18.7 |
| (b) Individuals (high net worth individuals) | 19 | 46.1 |
| (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 | 5 | 1.0 |
| (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 | 2 | 216.7 |
| (n) Other | 0 | 0.0 |
| Total | 314 | 282.5 |
| By Discretionary | ||
| Discretionary | 310 | 281.7 |
| Non-Discretionary | 4 | 0.8 |
| Total | 314 | 282.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.5 | |
| Total | 314 | 282.5 |
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|---|---|---|
|
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MO | 0.3 |
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Wealth Analytics Partners LLC
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CA | 0.3 |
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Crescent Advisor Group Inc
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TX | 0.3 |
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ITS Asset Management LP
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CT | 0.3 |
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Hergenroeder Financial Advisors Inc
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MD | 0.3 |
|
Bradley Wealth LLC
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AZ | 0.3 |
|
Redwood Wealth Management Group LLC
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NJ | 0.3 |
|
Joel Adams and Associates Inc
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NC | 0.3 |
|
RMW Advisors LLC
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TX | 0.3 |
|
Slayton Lewis Inc
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|
UT | 0.3 |