Douglas Brian Neyland

Overview

Douglas Brian Neyland operates as a sole proprietorship focused on financial planning and active portfolio management for individuals and small businesses, with an advisory offering that includes selecting other advisers where appropriate. The firm charges a combination of a percentage of assets under management and hourly fees, and it acts as a capital allocator on behalf of its clients. Investment activity is concentrated in publicly traded equities, and filings indicate a clear preference for exchange-traded instruments. The adviser does not identify as an active ESG investor and is not structured as a multi-state or pension consultant firm.

Assets & Accounts

Public Holdings

Location & Offices