Douglass Winthrop Advisors LLC

RIASEC RegisteredEst. 1999
Total AUM
$6.5B
Discretionary
$6.5B
100% of AUM
Avg account
$2.7M
Accounts
2,385
Employees
34
Advisory reps
15

Firm details

Headquarters
New York, New York
CRD number
108680
Registered since
November 9, 1999
Website
www.douglasswinthrop.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI84.97%
  • Individuals5.6%
  • Charitable Organizations4.79%
  • Corporations / Businesses4.65%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Douglass Winthrop Advisors LLC is an independent, SEC-registered investment adviser founded in 1999 that serves high-net-worth individuals, families and institutional clients. The firm provides discretionary portfolio management for individuals/small businesses as well as for business and institutional clients, using a mix of percentage-of-AUM and fixed fee arrangements alongside other fee structures. Investment activity is equity-focused and the firm identifies as an active ESG investor, incorporating environmental, social or governance factors into its processes. Barron's named the firm to its Top 100 RIA Firms list in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, US Government Bonds 4%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%89%
  • Exchange Traded Equities89%
  • US Government Bonds4%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds2%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • Timothy Hughes

    Timothy Hughes

    General Counsel & Chief Compliance OfficerCRD 1717881

  • Andrew Weinberg

    Andrew Weinberg

    Chief Operating Officer, PrincipalCRD 3094805

  • Degady Sonny

    Degady Sonny

    Chief Financial OfficerCRD 7531216

Contacts

3 of 12
  • Edward Crawford

    Edward Crawford

    Managing DirectorCRD 3100637

  • Joshua Huffard

    Joshua Huffard

    PrincipalCRD 2155733

  • Robert Douglass

    Robert Douglass

    PrincipalCRD 2071133

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$64.6M in ETFs

Passive

96%

$61.7M

Active

2%

$2.9M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$14.3M19,08822.07%
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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
521 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth