{
  "crd_number": 106262,
  "slug": "douglas-capital-management-inc-jacksonville-fl-106262",
  "primary_business_name": "DOUGLAS CAPITAL MANAGEMENT INC",
  "legal_name": "DOUGLAS CAPITAL MANAGEMENT INC",
  "dbas": [],
  "city": "Jacksonville",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "27260",
  "metro": {
    "cbsa_code": "27260",
    "common_name": "Jacksonville",
    "msa_name": "Jacksonville, FL",
    "path": "/advisors/fl/jacksonville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1975-03-21",
  "years_registered": 51,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 295184098.0,
  "raum_discretionary": 295184098.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 18082871.0,
      "count": 89
    },
    "pension_profit_sharing": {
      "raum": 1290933.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 41890986.0,
      "count": 19
    },
    "corporations_other_businesses": {
      "raum": 233919308.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://douglascapitalmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106262",
  "city_as_filed": "JACKSONVILLE",
  "url": "https://advisorcensus.com/firm/douglas-capital-management-inc-jacksonville-fl-106262",
  "display_name": "Douglas Capital Management Inc",
  "summary": "Douglas Capital Management Inc is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 1975, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Douglas Capital Management Inc (CRD 106262): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Douglas Capital Management Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Douglas Capital Management Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Douglas Capital Management Inc located?",
      "a": "Douglas Capital Management Inc's principal office is in Jacksonville, FL, according to its Form ADV."
    },
    {
      "q": "Is Douglas Capital Management Inc registered with the SEC or a state?",
      "a": "Douglas Capital Management Inc is an SEC-registered investment advisory firm, registered since 1975. Status as filed: Approved. CRD 106262."
    },
    {
      "q": "How much does Douglas Capital Management Inc manage?",
      "a": "Douglas Capital Management Inc reports $295,184,098 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Douglas Capital Management Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Douglas Capital Management Inc: Regulatory assets under management: $270,812,793 in the October 2021 data and $295,184,098 in the October 2026 data, up 9%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Douglas Capital Management Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (19); pension and profit sharing plans (but not the plan participants or government pension plans) (3)."
    },
    {
      "q": "Which custodians does Douglas Capital Management Inc use?",
      "a": "Douglas Capital Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Douglas Capital Management Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106262"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 270812793.0,
      "total_employees": 3,
      "filing_date": "2021-09-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 273864458.0,
      "total_employees": 3,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 252876486.0,
      "total_employees": 4,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 271540292.0,
      "total_employees": 4,
      "filing_date": "2024-02-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 282486525.0,
      "total_employees": 4,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 295184098.0,
      "total_employees": 4,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/douglas-capital-management-inc-jacksonville-fl-106262.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 89,
      "fewer_than_5": false,
      "raum": 18082871.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 19,
      "fewer_than_5": false,
      "raum": 41890986.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1290933.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 233919308.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106262",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}