Firm profile

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

WASHINGTON, DCCRD 319Latest ADV March 27, 2026

Folger Nolan Fleming Douglas Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 27, 2026, reports $797M in regulatory assets under management, 44 employees, 2 offices, and 262 accounts.

Assets Under Management
$797M
Employees
44
Offices
2 offices
Total Clients
262
Primary office
WASHINGTON, DC
725 15TH STREET NW, WASHINGTON, DC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEORichard Steven Foster
CCORichard Steven Foster
CFORichard Steven Foster

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
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 82.1% of total clients.
Top client categories% of clientsClients
1
Individuals
82.1%
215
2
HNWI
16.0%
42
3
Charitable
1.5%
4
4
INVESTMENT CLUB
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$797Mas of March 27, 2026
Discretionary4.2%
$34M
4% of total RAUM4.2%
Non-discretionary95.8%
$764M
96% of total RAUM95.8%
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$797M
Total Accounts262
10Y AUM Change+$603M (+310.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees44
Clients per Employee6:1
10Y Employee Change+4 (+10.0%)

* 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.