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|
| Keyboard |
| Duvarney Craig Douglas
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|---|---|
| CRD # | 126911 |
| SEC # | 801-111957 |
| CIK # | |
| AUM | 371.0 M (2026-01-14) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 978-772-2156 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 20.6 |
| (b) Individuals (high net worth individuals) | 120 | 350.4 |
| (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 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 681 | 371.0 |
| By Discretionary | ||
| Discretionary | 672 | 368.2 |
| Non-Discretionary | 9 | 2.7 |
| Total | 681 | 371.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 371.0 | |
| Total | 681 | 371.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Livelife Capital Partners LLC
✚
|
MA | 372.1 M |
|
Pacific Wealth Management LLC
✚
|
CA | 371.9 M |
|
Union Strategic Advisors LLC
✚
|
OH | 371.6 M |
|
Guggenheim Wealth Solutions LLC
✚
|
CA | 371.3 M |
|
BDT & Associates Inc
✚
|
AZ | 371.1 M |
|
Ravenstone Capital Management Inc
✚
|
370.9 M | |
|
Macro Advisors Inc
✚
|
PA | 370.9 M |
|
Archer Investment Management LLC
✚
|
370.8 M | |
|
Langley Wealth Management LLC
✚
|
MS | 370.6 M |
|
Wealthspring Partners LLC
✚
|
CA | 370.2 M |