Folger Nolan Fleming Douglas Capital Management, Inc.
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 140444
- Registered since
- December 12, 1977
- Website
- www.fnfd.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.91%
- Individuals2.71%
- Charitable Organizations1.27%
- Pension & Profit Sharing Plans0.1%
- Corporations / Businesses0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Folger Nolan Fleming Douglas Capital Management, Inc. is a non-independent retail registered investment adviser that has been SEC-registered since 1977. The firm manages portfolios for individual and family clients as well as institutional and business clients, operating on a percentage-of-assets fee model. Its activities extend beyond advisory work to include affiliations with a broker‑dealer and an insurance company, and the firm also functions as another investment adviser entity. Folger Nolan Fleming Douglas emphasizes equity-oriented management and provides discretionary portfolio management for both individuals/small businesses and for institutions or business clients.
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 Equities82%
- US Government Bonds14%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Christopher Hill
Chief Compliance OfficerCRD 4234339
Richard Foster
President, CEOCRD 1655391
Contacts
3 of 3
David Brown
Senior VPCRD 2232750
Neil Folger
ChairmanCRD 2813165
John Current
Director of Fixed IncomeCRD 2020187
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$232M in ETFs
100%
$232M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $162M | 1,292,914 | 69.95% |
Location
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 725 15th St Nw
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Oridian Capital Management, L.P.
RIAWashington, DC
Juggernaut Management, LLC
RIAWashington, DC
Acon Latam Management, L.L.C.
RIAWashington, DC
Armstrong, Fleming & Moore, Inc.
RIAWashington, DC
Paladin Capital Management, LLC
RIAWashington, DC
Lynx Investment Advisory, LLC
RIAWashington, DC