CRD: 167140
Douglass Financial Group
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2013
- Office Locations
- 1
Office Locations
About Douglass Financial Group
Douglass Financial Group is a Greenwood Village-based RIA. The firm has been operating for 13 years. Managing $11.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
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 94 clients, or 94 clients per representative. That equates to $122.4K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on May 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Douglass Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT JAMES DOUGLASS
Advisor
- CRD
- #2289123
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,508,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,508,340 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Douglass Financial Group has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.