Douglas Capital Management, LLC

Douglas Capital Management, LLC (CRD# 143585) is a financial advisory firm headquartered in , . They manage $35,588,214 in 198 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $179,738
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Douglas Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brett L. Douglas
CRD#: 5316022
Bloomington, IL
93
Wealthminder
score

Brett Douglas (CRD# 5316022) is an Investment Advisor Representative working at Douglas Capital Management, LLC in Bloomington, IL and has over 10 years of experience in the finance industry.

2
Miles C. Adkins
CRD#: 6443015
Bloomington, IL
88
Wealthminder
score

Miles Adkins (CRD# 6443015) is an Investment Advisor Representative working at Douglas Capital Management, LLC in Bloomington, IL and has 1 year of experience in the finance industry.

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