DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.

Overview

Dougherty & Associates Financial Advisors, Inc. is an independent, SEC‑registered investment adviser that has been active since 2015. The firm is owned by an individual and focuses on advising individuals and families, providing fee arrangements that include a percentage of assets under management and fixed fees. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. The firm does not present itself as an institutional capital allocator, is not an active ESG investor, and does not identify as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives