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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-12-2024
- Office Locations
- 1
Office Locations
About Douglass Investment Group
Douglass Investment Group is a Wichita, KS SEC-registered RIA providing portfolio management and financial planning for high-net-worth families, business owners, retirees, and women investors. Led by CFP® Mark Douglass and CPWA® Jason Douglass, the firm builds asset-allocation portfolios using public funds/ETFs and fixed income, and supports retirement planning, estate & trust needs, and charitable giving. Raymond James client access is available.
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Owner & Executives
THOMAS MARK DOUGLASS
Chief Compliance Officer, Managing Member
- CRD
- #3084341
- Ownership
- 75% or more
JASON ANDREW DOUGLASS
Managing Member, Private Wealth Advisor
- CRD
- #5130770
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,600,000 | $289,333 |
| Non-Discretionary | $0 | -- |
| Total | $173,600,000 | $289,333 |
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Separately Managed Accounts
Total SMA Asset: $173,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,182,298,806 | 27.0% |
| Equity - Exchange | $654,689,642 | 8.1% |
| Other | $1,915,573,397 | 23.7% |
| Municipal Bonds | $824,423,993 | 10.2% |
| U.S. Government/Agency | $614,276,701 | 7.6% |
| Cash | $412,211,997 | 5.1% |
| Corporate - Investment Grade | $1,479,113,635 | 18.3% |
| Total | $8,082,588,171 | 100.0% |