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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Catalyst horizonMeridian
- Established Date
- 10-01-1999
- Office Locations
- 2
Office Locations
About Douglass Winthrop Advisors LLC
Douglass Winthrop Advisors is an RIA serving individuals and families as well as trusts and endowments. The firm provides investment management alongside investment planning, portfolio construction, tax planning and insurance coordination. Portfolios are primarily ETF-based with additional fixed income exposure, reflecting an active-management and socially responsible tilt. Operates across retail and institutional relationships and uses Black Diamond.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT ROYAL DOUGLASS
Partner, PRINCIPAL
- CRD
- --
- Ownership
- 10% but less than 25%
JOHN WINTHROP JR
Principal
- CRD
- #2368223
- Ownership
- 10% but less than 25%
Prime zenith
Signal radial
- CRD
- #17256
- Ownership
- 43.8%
Showing 2 of 9 owners & executives
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Daniel Rhame Abbasi
Principal
- CRD
- #7635581
EDWARD ALEXANDER CRAWFORD
Managing Director, Managing Member
- CRD
- #3100637
Ember legacy
Ridge ember bridge
- CRD
- #23369
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,456,833,102 | $2,708,403 |
| Non-Discretionary | $12,849 | $12,849 |
| Total | $6,456,845,951 | $2,707,273 |
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Separately Managed Accounts
Total SMA Asset: $6,456,845,951
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $794,636,773 | 9.4% |
| Cash | $1,876,695,358 | 22.2% |
| U.S. Government/Agency | $1,487,830,554 | 17.6% |
| Corporate - Investment Grade | $1,547,005,633 | 18.3% |
| Municipal Bonds | $2,747,414,374 | 32.5% |
| Total | $8,453,582,692 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL VECTOR | ELEMENT FOCUS | FY4INE52J | TZPPB | 5.47% | $9,912,388 |
| CATALYST VALUE EMBER | MATRIX HARBOR | MLNI6ILEV | KUGK | 8.20% | $114,029,386 |
| CAPITAL FOCUS CATALYST | ZENITH INSIGHT | ODRR1WDIB | YAJS | 6.61% | $105,234,244 |
| TIMBER CATALYST | ATLAS INSIGHT | 6LWT90DLA | ZNFY | 12.18% | $17,059,749 |
| VECTOR VECTOR RADIAL | MATRIX EMBER | LJ2TF8YY3 | BTYH | 3.71% | $79,474,251 |
| VECTOR VECTOR | PIONEER RIDGE | QZYJA92C6 | ZXYP | 4.63% | $53,637,543 |
| BRIDGE UNISON HORIZON | FOUNDATION ELEMENT | JKPSPHEWQ | YVCSI | 8.41% | $101,943,709 |
| VITAL BRIDGE CATALYST | ALPHA MATRIX | AUULALI7E | IHLGY | 1.36% | $79,982,738 |