Dauble+Worthington Equity Portfolios

Overview

Dauble+Worthington Equity Portfolios operates as an independent RIA organized as a limited liability company and registered in Indiana. The firm’s clientele is primarily individuals and families, and its advisory scope includes portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of other advisers. The firm describes itself as a capital allocator and charges fees based on a percentage of assets under management along with other fee arrangements. Environmental, social, and governance (ESG) investing is not identified as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices