# Douglass Financial Group

> Douglass Financial Group is a state-registered investment advisory firm in Greenwood Village, CO, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 167140
- Filed as: DOUGLASS FINANCIAL GROUP
- Legal name: Douglass Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167140
- AdvisorCensus page: https://advisorcensus.com/firm/douglass-financial-group-greenwood-village-co-167140

## Quick answers

**How is Douglass Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Douglass Financial Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Douglass Financial Group located?**
Douglass Financial Group's principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Douglass Financial Group registered with the SEC or a state?**
Douglass Financial Group is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167140.

**How much does Douglass Financial Group manage?**
Douglass Financial Group reports $11,508,340 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**What types of clients does Douglass Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (2).

**Does Douglass Financial Group 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/167140

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,508,340
- Discretionary: $11,508,340
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $7,658,049 |
| High net worth individuals | 2 | $3,850,291 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- douglassfinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Douglass Financial Group (CRD 167140): Form ADV filing data as of October 2026.