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- Custodian
- Axos · E*TRADE · Etrade · Fifth Third Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-23-2008
- Office Locations
- 3
Office Locations
About DAUBLE+WORTHINGTON Equity Portfolios
Dauble+Worthington Equity Portfolios (D+WEP) is an Evansville, IN RIA running tactically allocated, trend-following ETF portfolios built from multiple low/negative-correlation models. The team focuses on systematic risk control, research, trading, and active account management nationwide. Performance for key models is monitored by Theta Investment Research, with daily tear sheets available; its Sector Rotation strategy won the 2019 NAAIM Shark Tank competition.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN ANDREW WORTHINGTON
Chief Compliance Officer, Founder, Managing Member, Owner
- CRD
- #5485918
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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JON ALAN DAUBLE
Managing Partner
- CRD
- #1412416
Nolan Hutson
--
- CRD
- #8267645
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,985,408 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,985,408 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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