Folger Nolan Fleming Douglas Capital Management, Inc.
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 140444
- Registered since
- December 12, 1977
- Website
- www.fnfd.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.91%
- Individuals2.71%
- Charitable Organizations1.27%
- Pension & Profit Sharing Plans0.1%
- Corporations / Businesses0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Folger Nolan Fleming Douglas Capital Management, Inc. is a corporation that has been SEC-registered since 1977 and provides discretionary portfolio management for individual and family clients as well as business and institutional accounts. The firm charges fees as a percentage of assets under management. It identifies equities and exchange-traded strategies as primary portfolio building blocks and is not an active ESG investor. Regulatory and market affiliations noted in filings include relationships with a broker-dealer, another investment adviser, and an insurance company. The firm is not classified as a capital allocator, is not a multi-state adviser, and does not act as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- US Government Bonds14%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Christopher Hill
Chief Compliance OfficerCRD 4234339
Richard Foster
President, CEOCRD 1655391
Contacts
3 of 3
Neil Folger
ChairmanCRD 2813165
John Current
Executive Vice PresidentCRD 2020187
David Brown
Senior VPCRD 2232750
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$186M in ETFs
100%
$186M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $122M | 174,429 | 65.53% |
Location
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 725 15th St Nw
- Time zone
- ET (UTC-5)
- Office locations
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