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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 160 clients, or 160 clients per representative. That equates to $56.2K in reported AUM per client.
The profile lists 3 reported office locations and 17 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full DAUBLE+WORTHINGTON Equity Portfolios record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
JON ALAN DAUBLE
Managing Partner
- CRD
- #1412416
Nolan Hutson
Investment Advisor Representative
- 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
SMA allocation detail is available
DAUBLE+WORTHINGTON Equity Portfolios has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.