Douglass Financial Group

Overview

Douglass Financial Group is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves mainly individual and family clients and charges fees as a percentage of assets under management. Its stated advisory activities center on portfolio management for individuals and small businesses and the publication of periodicals or newsletters. According to the available records the adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm operates at a small scale relative to typical RIAs, relying primarily on pooled public funds and insurance products for client portfolios while supplementing those holdings with third‑party alternative managers where appropriate. The combination of mutual funds, annuities and select allocations to hedge fund and real estate strategies suggests a diversified, manager‑of‑managers approach rather than direct, in‑house private market investments.

Assets & Accounts

Investments & Alternatives

Location & Offices