Douglas Capital Management, LLC

Douglas Capital Management, LLC (CRD# 143585) is a financial advisory firm headquartered in , . They manage $45,651,920 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.dcm-llc.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $294,529
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Douglas Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brett Douglas, financial advisor East Peoria IL
Brett L. Douglas
CRD#: 5316022
East Peoria, IL

Brett Douglas (CRD# 5316022) is an Investment Advisor Representative working at Douglas Capital Management, LLC in East Peoria, IL and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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