Douglas Capital Management Inc
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 106262
- Registered since
- March 21, 1975
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses79.25%
- HNWI14.19%
- Individuals6.13%
- Pension & Profit Sharing Plans0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Douglas Capital Management Inc is an independent registered investment adviser that has been SEC-registered since 1975. The firm is owned by an individual and serves both individual/family clients and institutional accounts. Its primary advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Douglas Capital also operates as an insurance broker and charges fees as a percentage of assets under management. The firm is not positioned as an ESG-active manager, is not a multi-state adviser, and does not describe itself as a pension consultant or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds49%
- Investment Grade Corp Bonds19%
- Exchange Traded Equities17%
- Public Funds/Mutual Funds6%
- State & Local Bonds4%
Owners & executives
1 of 1
Christopher Douglas
CEO and Chief Investment OfficerCRD 2282806
Contacts
2 of 2
James Douglas
Executive Vice PresidentCRD 6280152
James Douglas
PresidentCRD 1470485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 4230 Pablo Professional Ct
- Time zone
- ET (UTC-5)
- Office locations
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