Douglas Capital Management Inc

Douglas Capital Management, Inc. is an independent investment advisory firm founded in 1974 and located in Jacksonville, Florida. The firm is registered with the SEC and is 100% owned by its principal executives, Christopher Douglas (CEO/CIO) and James A. Douglas (President CCO). Douglas Capital Management specializes in managing investment portfolios for institutional and individual investors, offering services such as Domestic Equity, Balanced, and Intermediate Fixed Income Portfolios. The firm acts as a fiduciary with discretion over suitable investments within client-established guidelines. Clients have the option to impose restrictions on investments. As of December 31, 2024, the firm had $282.5 million in Assets Under Management on a fully discretionary basis. Investment strategies include active managed accounts, passive managed accounts, and blended accounts. The firm's investment analysis involves long-only investments in U.S. equity and fixed income markets, utilizing various tools and databases for research. Douglas Capital Management charges an annual fee based on the market value of the account, payable quarterly. The firm does not charge performance-based fees and primarily serves high-net-worth individuals and institutional investors. Clients have full control over voting their securities, and the firm does not exercise voting authority. Douglas Capital Management does not hold custody of client funds and uses independent custodians. The firm's executives have no disciplinary events and do not engage in investment-related business outside of the firm. Supervision of investment advice is done on an individual client basis.