INDIANAPOLIS, INCRD 142352Latest ADV March 24, 2025
Ch Douglas & Gray Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 24, 2025, reports $187M in regulatory assets under management, 7 employees, and 523 accounts.
Assets Under Management
$187M
Employees
7
Offices
--
Total Clients
175
Primary office
INDIANAPOLIS, IN
7040 N COLLEGE AVE, INDIANAPOLIS, IN, United States
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
110
2
HNWI
26.9%
47
3
Charitable
5.7%
10
4
Pension Plans
3.4%
6
5
Other Advisers
1.1%
2
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of March 24, 2025
Discretionary93.7%
$175M
94% of total RAUM93.7%
Non-discretionary6.3%
$12M
6% of total RAUM6.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$187M
Total Accounts523
10Y AUM Change+$74M (+64.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee25:1
10Y Employee Change+2 (+40.0%)
* 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.