SPRING HILL, FLCRD 142284Latest ADV April 10, 2026
Dougherty Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spring Hill, FL. Its latest Form ADV filing, dated April 10, 2026, reports $141M in regulatory assets under management, 4 employees, 1 office, and 414 accounts.
Assets Under Management
$141M
Employees
4
Offices
1 office
Total Clients
414
Primary office
SPRING HILL, FL
4048 DELTONA BLVD., SPRING HILL, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.8% of total clients.
Top client categories% of clientsClients
1
HNWI
91.8%
380
2
Individuals
7.7%
32
3
Charitable
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of April 10, 2026
Discretionary100.0%
$141M
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$141M
Total Accounts414
10Y AUM Change+$27M (+23.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee104:1
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.