|
⚲
|
| Douglass Investment Group LLC
✚
|
|
|---|---|
| CRD # | 331223 |
| SEC # | 801-130445 |
| CIK # | |
| AUM | $173.6 M (2026-03-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 316-854-8495 |
| Address | 9412 East Central Avenue Wichita, KS 67206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 30.0 |
| (b) Individuals (high net worth individuals) | 55 | 133.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 173.6 |
| By Discretionary | ||
| Discretionary | 600 | 173.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 600 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.6 | |
| Total | 600 | 173.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FMA Wealth Management LLC
✚
|
MA | 0.2 |
|
Athena Wealth Management LLC
✚
|
NV | 0.2 |
|
Levatus LLC
✚
|
MA | 0.2 |
|
Anchor Point Financial LLC
✚
|
CA | 0.2 |
|
Benchmark Capital Group Ltd
✚
|
IL | 0.2 |
|
Pinafore Wealth Counsel Inc
✚
|
NC | 0.2 |
|
Paradigm Capital Management LLC
✚
|
NV | 0.2 |
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 0.2 |
|
Innis Investments LLC
✚
|
0.2 | |
|
Leibman Financial Servces Inc
✚
|
NE | 0.2 |