SourcingSourcing

DOUGLAS CAPITAL MANAGEMENT INC

C48
CRD 106262·SEC 801-10647·JACKSONVILLE, FL
AUM
$295.2M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$886K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DOUGLAS CAPITAL MANAGEMENT INC
CRD
106262
SEC file #
801-10647
EIN
530068130
DBA names
—

Economics

AUM
$295.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$239.2M → $295.2M▲ +23%
Client mix
Individuals Other89
Individuals High Net Worth19
Pension Profit Sharing Plans3
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
JACKSONVILLE FL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
douglascapitalmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOUGLAS, CHRISTOPHER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DOUGLAS, CHRISTOPHER
DOUGLAS, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DOUGLASCAPITALMANAGEMENT.COM
Rdap Domain Creation Date
2011-01-26T19:34:51Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000885415
Edgar Registered
Yes
Edgar Filing Count
115
Edgar First Filing Date
1999-05-05
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
113
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001214659-26-005016
Edgar Former Names
FOLGER NOLAN FLEMING DOUGLAS INC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
725 15TH STREET N.W.WASHINGTON, DC 20005
Business
725 15TH STREET NW 10TH FLWASHINGTON, DC 20005
Edgar EIN
530068130
Edgar Recent Filings
13F-HR2026-04-23 · 0001214659-26-005016
13F-HR2026-01-30 · 0001214659-26-000970
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-26T19:34:51Z
Rdap Domain Last Changed
2025-12-25T10:42:40Z
Rdap Nameservers
A1-20.akam.netA10-65.akam.netA16-65.akam.netA2-65.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2282806
Trust Company Affiliate
No

People (3)

3
DOUGLAS, CHRISTOPHER
IAR · Direct Owner · 37.5%
2282806
DOUGLAS, JAMES
IAR · Direct Owner · 37.5%
1470485
DOUGLAS, JAMES, ALEXANDER
IAR · Direct Owner · 17.5%
6280152