Updated October 31, 2023
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Douglas Capital Management Inc.

Investment Advisor Firm
Total assets under management$253M
Years in business50+

About Douglas Capital Management Inc.

With a team of focused and experienced professionals, Douglas Capital combines the resources and expertise of a large firm with the personalized attention typically associated with smaller boutique firms. They emphasize risk mitigation and long-term success, underpinned by thorough, objective investment research and selection.

The firm's approach is deeply collaborative. They work alongside clients to ensure their strategies are consistently aimed at achieving optimal financial outcomes. Clients' goals are viewed as an extension of their own, and they tirelessly work to help clients attain each one.

Douglas Capital's guiding principle is prioritizing what's best for clients, with a strong focus on performance. They offer a results-oriented approach to professional money management through various investment vehicles and strategies, forging long-term relationships built on drive, objectivity, and personalized, responsive service.

The firm also collaborates with other professionals like CPAs and attorneys to ensure that their planning fully aligns with clients' needs, offering services that encompass investment management, asset preservation, retirement and estate planning, and charitable giving. Douglas Capital's commitment to due diligence and proactive guidance places clients and their goals at the forefront of everything they do.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Strategies
  3. Portfolio Management
  4. Retirement Planning
  5. Risk Management

More about Douglas Capital Management Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1062623

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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