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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-16-2022
- Office Locations
- 1
Office Locations
About Dougherty Financial Planning, LLC
Dougherty Financial Planning is a Florida-registered, fee-only RIA providing financial planning and discretionary portfolio management for working professionals, local business owners, and high net worth individuals. The firm combines a proprietary 20-variable econometric model with fundamental and valuation analysis to tactically allocate across value and growth, incorporating income/dividends and hedges tailored to client risk tolerance. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Edward William Dougherty III
Investment Advisor Representative, Manager
- CRD
- #7470129
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,473,446 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,473,446 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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