Dauble+Worthington Equity Portfolios

Overview

Dauble+Worthington Equity Portfolios is a small, equity-focused advisory firm organized as a limited liability company and owned by an individual. The firm positions itself as a capital allocator for individuals, families and small institutions, delivering discretionary equity portfolio management and the selection of third-party advisers when needed. Its stated investment preference is equities, with portfolio construction centered on exchange-traded instruments and separately managed equity accounts. Fee arrangements are primarily asset-based (percentage of AUM) with other fee arrangements available. The firm does not self-identify as an active ESG investor and is not classified as a multi-state adviser. Advisory services explicitly include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices