DOUGLAS CAPITAL MANAGEMENT INC

13500 Sutton Park Drive S
Suite 803
Jacksonville, Florida 32224
Tel: 904-285-7866

About DOUGLAS CAPITAL MANAGEMENT INC

DOUGLAS CAPITAL MANAGEMENT INC, formally registered with the SEC as DOUGLAS CAPITAL MANAGEMENT INC. The firm was established in 03/21/1975. They have over 1 offices throughout the country.

DOUGLAS CAPITAL MANAGEMENT INC is a Jacksonville, Florida based Financial Planning firm with nearly $282,486,525 assets under management, offering retirement planning & investment advisory services to 314 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106262
SEC#	801-10647
Assets Managed by Firm	$282,486,525
No. of Clients	314
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	314	$282,486,525
Individuals (other than high net worth individuals)	102	$18,675,922
High net worth individuals	19	$46,125,515
Pension and profit sharing plans	5	$1,024,213
Corporations or other businesses	2	$216,660,875

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