JACKSONVILLE, FLCRD 106262Latest ADV March 16, 2026
Douglas Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated March 16, 2026, reports $295M in regulatory assets under management, 4 employees, and 279 accounts.
Assets Under Management
$295M
Employees
4
Offices
--
Total Clients
112
Primary office
JACKSONVILLE, FL
4230 PABLO PROFESSIONAL COURT, SUITE 208, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.5% of total clients.
Top client categories% of clientsClients
1
Individuals
79.5%
89
2
HNWI
17.0%
19
3
Pension Plans
2.7%
3
4
Corporations
0.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$295Mas of March 16, 2026
Discretionary100.0%
$295M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$295M
Total Accounts279
10Y AUM Change+$60M (+25.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.