National Retirement Planning Experts

National Coverage
Local Professionals

DOUGLAS CAPITAL MANAGEMENT INC

13500 Sutton Park Drive S
Suite 803
Jacksonville, Florida 32224
Tel: 904-285-7866

Need a Financial Advisor?
Compare Vetted Advisors

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 $282,486,525 assets under management, offering retirement planning & investment advisory services to 314 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106262
SEC#801-10647
Assets Managed by Firm$282,486,525
No. of Clients314
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total314$282,486,525
Individuals (other than high net worth individuals)102$18,675,922
High net worth individuals19$46,125,515
Pension and profit sharing plans5$1,024,213
Corporations or other businesses2$216,660,875

More Retirement Planning firms in Jacksonville, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway
St. Petersburg, FL, 33716
$433,814,330,581107002813966
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$397,045,307,119262932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway
Saint Petersburg, FL, 33716
$344,868,106,92510302086727
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
$120,567,542,959727189
CORIENT
830 Brickell Plaza, Suite 4800
Miami, FL, 33131
$118,191,936,09597020845

Explore More Retirement Advisors in Jacksonville, Florida