Douglass Winthrop Advisors LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 108680
- Registered since
- November 9, 1999
- Website
- www.douglasswinthrop.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI84.97%
- Individuals5.6%
- Charitable Organizations4.79%
- Corporations / Businesses4.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Douglass Winthrop Advisors LLC is an independent, SEC-registered wealth manager that has been operating since 1999. The firm serves both individual and family clients as well as institutional and business accounts, offering portfolio management for households, small businesses and institutions. Its fee arrangements include percentage-of-AUM and fixed fees, and the firm identifies itself as an active ESG investor. Douglass Winthrop is structured as a limited liability company owned by domestic entities and individuals. Barron's recognized the firm in its Top 100 RIA Firms list for 2025.
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
- Exchange Traded Equities89%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 3
Timothy Hughes
General Counsel & Chief Compliance OfficerCRD 1717881
Andrew Weinberg
Chief Operating Officer, PrincipalCRD 3094805
Degady Sonny
Chief Financial OfficerCRD 7531216
Contacts
3 of 12
Edward Crawford
Managing DirectorCRD 3100637
Joshua Huffard
PrincipalCRD 2155733
Robert Douglass
PrincipalCRD 2071133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$64.6M in ETFs
96%
$61.7M
2%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $14.3M | 19,088 | 22.07% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 521 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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