DOUGLAS CAPITAL ADVISORS

Overview

Douglas Capital Advisors is a small, individually owned limited liability company that combines advisory services with insurance brokerage activity. The firm acts as a capital allocator, sourcing third‑party managers and structuring client portfolios rather than operating as a large discretionary asset manager. Its advisory offering covers financial planning and portfolio management for individuals, small businesses and institutional clients, along with pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees and other fee models. The firm does not identify as an active ESG investor and is not flagged as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives