# Dauble+worthington Equity Portfolios

> Dauble+worthington Equity Portfolios is a state-registered investment advisory firm, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 148530
- Filed as: DAUBLE+WORTHINGTON EQUITY PORTFOLIOS
- Legal name: Dauble+worthington Capital Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Indiana
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148530
- AdvisorCensus page: https://advisorcensus.com/firm/dauble-plus-worthington-equity-portfolios-148530

## Quick answers

**How is Dauble+worthington Equity Portfolios compensated?**
On its Form ADV (Item 5.E, October 2026), Dauble+worthington Equity Portfolios reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Dauble+worthington Equity Portfolios registered with the SEC or a state?**
Dauble+worthington Equity Portfolios is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148530.

**How much does Dauble+worthington Equity Portfolios manage?**
Dauble+worthington Equity Portfolios reports $8,985,408 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**What types of clients does Dauble+worthington Equity Portfolios serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60).

**Does Dauble+worthington Equity Portfolios report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148530

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $8,985,408
- Discretionary: $8,985,408
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $8,985,408 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [dwequity.com](https://dwequity.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dauble+worthington Equity Portfolios (CRD 148530): Form ADV filing data as of October 2026.