# Douglass Investment Group

> 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.

- CRD: 331223
- Filed as: DOUGLASS INVESTMENT GROUP
- Legal name: Douglass Investment Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wichita, KS
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331223
- AdvisorCensus page: https://advisorcensus.com/firm/douglass-investment-group-wichita-ks-331223

## Quick answers

**How is Douglass Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Douglass Investment Group reports these compensation arrangements: a percentage of assets under its management.

**How much does Douglass Investment Group charge?**
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.

**Where is Douglass Investment Group located?**
Douglass Investment Group's principal office is in Wichita, KS, according to its Form ADV.

**Is Douglass Investment Group registered with the SEC or a state?**
Douglass Investment Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331223.

**How much does Douglass Investment Group manage?**
Douglass Investment Group reports $173,600,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Douglass Investment Group's assets and staff changed since 2024?**
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.

**What types of clients does Douglass Investment Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (55).

**Which custodians does Douglass Investment Group use?**
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.

**Does Douglass Investment Group report any disciplinary disclosures?**
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

**Does Douglass Investment Group state an account minimum?**
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."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: 1% of assets a year

> Annual fees are 1%. Consulting services are included in these fees for asset management services.

- Account minimum: $500,000

> There is a $500,000 relationship minimum to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James

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.

### Regulatory assets under management (Item 5.F)
- Total: $173,600,000
- Discretionary: $173,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $30,000,000 |
| High net worth individuals | 55 | $133,000,000 |
| Charitable organizations | Fewer than 5 | $8,000,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,600,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $162,000,000 | 3 | September 12, 2024 |
| October 2025 | $165,000,000 | 3 | March 10, 2025 |
| October 2026 | $173,600,000 | 3 | March 10, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Douglass Investment Group (CRD 331223): Form ADV filing data as of October 2026.