D
$210.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
4 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2021
- Office Locations
- 1
Office Locations
19812 ANN Richards AVE Manor TX
About Douglas Capital Advisors
Douglas Capital Advisors is a Manor, TX RIA serving retail clients—often business owners and entrepreneurs—with integrated wealth and financial planning, including tax and estate planning, insurance, and portfolio construction. Investment implementation is ETF-focused, with mutual funds and other vehicles as needed. Custody/servicing relationships include Charles Schwab and SEI.
Team overview
-- AVG AGE
$70.0K AVG AUM / ADVISOR
$52.5K AVG AUM / CLIENT
2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Howard Douglas III
Chief Compliance Officer, Chief Executive Officer, FINANCIAL ADVISER
- CRD
- #6478544
- Ownership
- 75% or more
Available
Available
Available
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H
Henry Charles Golightly III
--
- CRD
- #7813298
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $210,000 | -- |
| Total | $210,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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