CRD: 140444
Folger Nolan Fleming Douglas Capital Management, Inc.
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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Insight
- Established Date
- 12-12-1977
- Office Locations
- 2
Office Locations
About Folger Nolan Fleming Douglas Capital Management, Inc.
Folger Nolan Fleming Douglas is a privately owned, family-run full-service brokerage and investment advisory firm headquartered in Washington, DC (with Maryland branches), independent since 1889. It supports retail and institutional clients with wealth management, portfolio construction and planning, and its managed portfolios skew heavily to ETFs with a fixed-income sleeve including U.S. government/agency bonds.
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Owner & Executives
JOHN RANDALL CURRENT
DIRECTOR, Executive Vice President, Secretary, SENIOR EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #2020187
- Ownership
- Less than 5%
NEIL CLIFFORD FOLGER
Chairman, Chairman Of The Board, DIRECTOR
- CRD
- #2813165
- Ownership
- Less than 5%
Glacier horizon
Vector atlas pathway
- CRD
- #70224
- Ownership
- 42.0%
Showing 2 of 4 owners & executives
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DAVID MICHAEL BROWN
--
- CRD
- #2232750
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,212,124,375 | $2,483,861 |
| Non-Discretionary | $0 | -- |
| Total | $1,212,124,375 | $2,483,861 |
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Separately Managed Accounts
Total SMA Asset: $1,212,124,375
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,051,495,131 | 13.6% |
| U.S. Government/Agency | $2,582,348,337 | 33.4% |
| Cash | $2,180,306,081 | 28.2% |
| Public Funds | $1,917,432,298 | 24.8% |
| Total | $7,731,581,847 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE FRONTIER RADIAL | OAK BRIDGE | LPZWSSP6G | JFN | 12.18% | $23,709,714 |
| OPTIMA CATALYST EAGLE | ZENITH INSIGHT | AOFNLK2XR | LIGET | 8.74% | $10,604,014 |
| VERTEX CAPITAL | ALPHA LEGACY | OPB9MG7O6 | DNI | 11.79% | $89,404,617 |
| PATHWAY CATALYST | SUMMIT LEGACY | E74DZ2ZQB | FJBGO | 3.87% | $68,315,796 |
| PEAK QUANTUM LEGACY | ELEMENT OPTIMA | T011OOUUS | JALBN | 10.28% | $61,067,178 |
| EAGLE PATHWAY | FUSION CATALYST | 4WNUMUHTP | OAZV | 11.56% | $78,574,120 |
| INSIGHT SUMMIT MATRIX | SUMMIT UNISON | XSS1IRHZ0 | POI | 3.39% | $58,635,515 |
| VITAL PEAK | FOCUS NORTH | 3INAV1I69 | FLHTX | 7.96% | $92,069,474 |