Douglass Investment Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wichita, KS. Its latest Form ADV filing, dated March 10, 2026, reports $174M in regulatory assets under management, 3 employees, and 600 accounts.
Assets Under Management
$174M
Employees
3
Offices
--
Total Clients
142
Primary office
WICHITA, KS
9412 EAST CENTRAL AVENUE, WICHITA, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
87
2
HNWI
38.7%
55
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$174Mas of March 10, 2026
Discretionary100.0%
$174M
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.
Total AUM$174M
Total Accounts600
10Y AUM Change+$174M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
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.