Douglass Investment Group provides portfolio management for individuals and small businesses.
Douglass Investment Group reports 142 clients. They include 87 individual clients and 55 high-net-worth individuals. Of its assets, 100.0% ($174M across 600 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 17% |
| High-net-worth individuals | 39% | 77% |
| Charitable organizations | Fewer than 5 | 5% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $30M | 17.3% | $345K |
| High-net-worth individuals | 55 | $133M | 76.6% | $2.42M |
| Charitable organizations | Fewer than 5 | $8M | 4.6% | — |
| Corporations and other businesses | Fewer than 5 | $2.6M | 1.5% | — |
| Total | 142 | $174M | 100% | — |
- Clients
- 87
- Regulatory AUM
- $30M
- AUM share
- 17.3%
- Avg. per client
- $345K
- Clients
- 55
- Regulatory AUM
- $133M
- AUM share
- 76.6%
- Avg. per client
- $2.42M
- Clients
- Fewer than 5
- Regulatory AUM
- $8M
- AUM share
- 4.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.6M
- AUM share
- 1.5%
- Avg. per client
- —
Total
- Clients
- 142
- Regulatory AUM
- $174M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Douglass Investment Group charges 1.00% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Fee details and sources
Thomas Douglass owns 75% or more of Douglass Investment Group. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Douglass Investment Group LLC
Thomas Douglass
Control person · since June 2024
- Owns 25% to 50% of Douglass Investment Group LLC
Jason Douglass
Control person · since June 2024
Douglass Investment Group’s regulatory assets grew Infinity× from $0 (June 2024) to $174M (March 2026); employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $174M | 142 | 3 | 1 |
| Mar 2025March 2025 | $165M | 118 | 3 | 1 |
| Jun 2024June 2024 | $0 | 0 | 3 | 1 |
Besides its headquarters, Douglass Investment Group has 0 offices, with 1 listed address in 1 state.
Kansas · 1 listed address
- 9412 East Central Avenue, WichitaHQ
Contact and registration details
- Legal name
- Douglass Investment Group LLC
- Headquarters
- 9412 East Central Avenue, Wichita, KS 67206
- Website
- douglassgroup.net
- Phone
- 316-854-8495
- SEC file
- 801-130445
- Structure
- Kansas LLC
- Fiscal year end
- December
Douglass Investment Group’s named custodian for separately managed accounts is Raymond James ($174M). Douglass Investment Group has custody of $100M for 50 clients.
- Raymond JamesRaymond James · St. Petersburg, FL · $174M100%
At year end, Douglass Investment Group’s separately managed accounts were mostly in funds (65%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds65%
- Bonds11%
- U.S. government and agency bonds5%
- State and local bonds5%
- Investment grade corporate bonds1%
- Cash2%
- Other7%
- Variable annuities7%
How many clients does Douglass Investment Group have?
Douglass Investment Group has 142 clients and manages $174 million for them, as of March 2026. They include 87 individual clients and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Douglass Investment Group offer?
Douglass Investment Group provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Douglass Investment Group charge?
Douglass Investment Group charges 1.00% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: DIG ADV 2A, filed 10 March 2026
Which custodians does Douglass Investment Group use?
Douglass Investment Group’s separately managed account assets are held at Raymond James (St. Petersburg, FL), with $174M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Douglass Investment Group have?
Douglass Investment Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Douglass Investment Group invest in?
At the end of its last fiscal year, Douglass Investment Group’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 7% other, 5% U.S. government and agency bonds, 5% state and local bonds, 2% cash and equivalents and 1% investment grade corporate bonds. The 7% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Douglass Investment Group have a minimum investment?
Yes, Douglass Investment Group’s minimum account size for its Asset Management is $500K.
Source: DIG ADV 2A, filed 10 March 2026
Who owns Douglass Investment Group?
Douglass Investment Group’s direct owners are Thomas Douglass (75% or more) and Jason Douglass (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Douglass Investment Group get paid?
Douglass Investment Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Douglass Investment Group?
Douglass Investment Group’s main office is at 9412 East Central Avenue, Wichita, KS 67206. Its phone number is 316-854-8495. Its website is douglassgroup.net.
