CRD: 319
Folger Nolan Fleming Douglas Incorporated
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-26-1972
- Office Locations
- 3
Office Locations
About Folger Nolan Fleming Douglas Incorporated
Folger Nolan Fleming Douglas is a privately owned, full-service brokerage and investment advisory firm based in Washington, DC with Maryland branches. Serving retail and institutional investors, the team helps clients build and manage wealth through planning and portfolio construction using ETFs, mutual funds, and fixed income. Independent and family owned since 1889—Washington’s oldest investment firm.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 27, 2026, reported AUM decreased 7.0%, from $857.7M to $797.4M.
Across 5 reported observations, AUM decreased 23.1% between June 15, 2022 and March 27, 2026, from $1.0B to $797.4M.
Of the latest reported AUM, 4.2% is discretionary and 95.8% is non-discretionary.
The firm reports 22 advisory representatives and 524 clients, or 23.8 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 3 reported office locations and 53 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
LEE MERRITT FOLGER
DIRECTOR, SENIOR ADVISOR
- CRD
- #210685
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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STEPHEN WOODHULL BAKER
Financial Advisor
- CRD
- #1297507
BRYAN MATTHEW BAQUER
Financial Advisor
- CRD
- #3184757
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,635,241 | $361,669 |
| Non-Discretionary | $763,716,629 | $4,519,033 |
| Total | $797,351,870 | $3,043,328 |
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Separately Managed Accounts
SMA allocation detail is available
Folger Nolan Fleming Douglas Incorporated has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.