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DOUGLAS CAPITAL MANAGEMENT INC
13500 Sutton Park Drive S
Suite 803
Jacksonville, Florida 32224
Tel: 904-285-7866
About DOUGLAS CAPITAL MANAGEMENT INC
DOUGLAS CAPITAL MANAGEMENT INC, formally registered with the SEC as DOUGLAS CAPITAL MANAGEMENT INC. The firm was established in 03/21/1975. They have over 1 offices throughout the country.
DOUGLAS CAPITAL MANAGEMENT INC is a Jacksonville, Florida based Financial Planning firm with nearly $252,876,486 assets under management, offering retirement planning & investment advisory services to 238 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106262 |
| SEC# | 801-10647 |
| Assets Managed by Firm | $252,876,486 |
| No. of Clients | 238 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 238 | $252,876,486 |
| Individuals (other than high net worth individuals) | 98 | $13,059,884 |
| High net worth individuals | 16 | $37,201,344 |
| Pension and profit sharing plans | Fewer than 5 clients | $473,516 |
| Corporations or other businesses | Fewer than 5 clients | $202,141,742 |
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