{
  "crd_number": 331223,
  "slug": "douglass-investment-group-wichita-ks-331223",
  "primary_business_name": "DOUGLASS INVESTMENT GROUP",
  "legal_name": "DOUGLASS INVESTMENT GROUP LLC",
  "dbas": [],
  "city": "Wichita",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "48620",
  "metro": {
    "cbsa_code": "48620",
    "common_name": "Wichita",
    "msa_name": "Wichita, KS",
    "path": "/advisors/ks/wichita"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-12",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 173600000.0,
  "raum_discretionary": 173600000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 8000000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 30000000.0,
      "count": 87
    },
    "high_net_worth_individuals": {
      "raum": 133000000.0,
      "count": 55
    },
    "corporations_other_businesses": {
      "raum": 2600000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KS",
    "MO",
    "TX"
  ],
  "websites": [
    "https://douglassgroup.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331223",
  "city_as_filed": "WICHITA",
  "url": "https://advisorcensus.com/firm/douglass-investment-group-wichita-ks-331223",
  "display_name": "Douglass Investment Group",
  "summary": "Douglass Investment Group is an SEC-registered investment advisory firm in Wichita, KS, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Douglass Investment Group (CRD 331223): 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": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Douglass Investment Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Douglass Investment Group reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Douglass Investment Group charge?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Douglass Investment Group located?",
      "a": "Douglass Investment Group's principal office is in Wichita, KS, according to its Form ADV."
    },
    {
      "q": "Is Douglass Investment Group registered with the SEC or a state?",
      "a": "Douglass Investment Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331223."
    },
    {
      "q": "How much does Douglass Investment Group manage?",
      "a": "Douglass Investment Group reports $173,600,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Douglass Investment Group's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Douglass Investment Group: Regulatory assets under management: $162,000,000 in the October 2024 data and $173,600,000 in the October 2026 data, up 7%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Douglass Investment Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (55)."
    },
    {
      "q": "Which custodians does Douglass Investment Group use?",
      "a": "Douglass Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Douglass Investment Group 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/331223"
    },
    {
      "q": "Does Douglass Investment Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 says: \"There is a $500,000 relationship minimum to open and maintain an advisory account.\""
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 162000000.0,
      "total_employees": 3,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 165000000.0,
      "total_employees": 3,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 173600000.0,
      "total_employees": 3,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Annual fees are 1%. Consulting services are included in these fees for asset management services."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "There is a $500,000 relationship minimum to open and maintain an advisory account."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Annual fees are 1%. Consulting services are included in these fees for asset management services.",
      "There is a $500,000 relationship minimum to open and maintain an advisory account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James",
      "name_as_filed": "RAYMOND JAMES",
      "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/douglass-investment-group-wichita-ks-331223.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 87,
      "fewer_than_5": false,
      "raum": 30000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 133000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 8000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2600000.0
    }
  ],
  "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/331223",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}