{"url":"https://nivawealth.com/firms/folger-nolan-fleming-douglas-capital-management-140444","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/140444","regulatoryAum":1212124375,"crd":"140444","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2232750","suffix":null,"lastName":"BROWN","firstName":"DAVID","middleName":"MICHAEL"},{"crd":"2813165","suffix":null,"lastName":"FOLGER","firstName":"NEIL","middleName":"CLIFFORD"},{"crd":"4234339","suffix":null,"lastName":"HILL","firstName":"CHRISTOPHER","middleName":"GEDDY"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-02","regulatoryAum":987870170,"clients":372,"employees":5,"offices":1},{"filedOn":"2022-03-26","regulatoryAum":1029481814,"clients":421,"employees":7,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":1074933742,"clients":416,"employees":7,"offices":1},{"filedOn":"2024-04-25","regulatoryAum":1160788028,"clients":455,"employees":7,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":1198451314,"clients":484,"employees":7,"offices":1},{"filedOn":"2026-04-02","regulatoryAum":1212124375,"clients":488,"employees":9,"offices":1}],"secFileNumber":"801-13545","legalName":"Folger Nolan Fleming Douglas Capital Management, Inc.","displayName":"Folger Nolan Fleming Douglas Capital Management","slug":"folger-nolan-fleming-douglas-capital-management-140444","website":"https://fnfd.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/140444/bf95481ac80ace00-r1.webp","tone":"dark","width":1701,"height":200,"sourceUrl":"https://www.fnfd.com","sourceLabel":"Folger Nolan Fleming Douglas Capital Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1978","organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"725 15th Street N.W.","city":"Washington","state":"DC","stateName":"District of Columbia","country":"United States","postalCode":"20005"},"tradeNames":[],"registration":{"secApproved":"12 December 1977","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2500795.809623431,"staff":{"employees":9,"advisory":7,"brokerDealerReps":7,"insuranceAgents":0,"promoters":5},"aum":{"regulatory":1212124375,"discretionary":1212124375,"discretionaryAccounts":488,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":0,"nonUsClientsPct":1,"nonAumClients":488},"clientTypes":[{"label":"Individuals (other than HNW)","clients":137,"regulatoryAum":32858782},{"label":"High-net-worth individuals","clients":341,"regulatoryAum":1162521615},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":1201736},{"label":"Charitable organizations","clients":8,"regulatoryAum":15425230},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":117012}],"feePrograms":[{"role":"main","program":"Investment advisory fee schedule","feeBasis":"marginal","fee_tiers":[{"to":2000000,"pct":1,"from":0},{"to":5000000,"pct":0.75,"from":2000000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040097","versionId":1040097,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-02","documentName":"FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. 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They include 341 high-net-worth individuals, 137 individual clients and 8 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Folger Nolan Fleming Douglas Capital Management offer?","answer":"Folger Nolan Fleming Douglas Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Folger Nolan Fleming Douglas Capital Management charge?","answer":"Folger Nolan Fleming Douglas Capital Management charges 0.50%–1.00% a year for its Investment advisory fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. BROCHURE APRIL 2, 2026, filed 2 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Folger Nolan Fleming Douglas Capital Management use?","answer":"Folger Nolan Fleming Douglas Capital Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $1.15B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Folger Nolan Fleming Douglas Capital Management have?","answer":"Folger Nolan Fleming Douglas Capital Management has 8 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 0 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Folger Nolan Fleming Douglas Capital Management invest in?","answer":"At the end of its last fiscal year, Folger Nolan Fleming Douglas Capital Management’s separately managed accounts held 82% exchange-traded equities, 14% U.S. government and agency bonds, 2% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Folger Nolan Fleming Douglas Capital Management?","answer":"Folger Nolan Fleming Douglas Capital Management is owned through a chain of holding companies by John D. Folger Section 9 Trust and Folger 2020 Trust for Nicholas Fry Folger. Its direct owners are Folger Nolan Fleming Douglas Holdings, Inc. (75% or more) and Folger Nolan Fleming Douglas (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 2 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Folger Nolan Fleming Douglas Capital Management get paid?","answer":"Folger Nolan Fleming Douglas Capital Management 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Folger Nolan Fleming Douglas Capital Management registered with the SEC?","answer":"Yes, Folger Nolan Fleming Douglas Capital Management has been registered with the SEC as an investment adviser since 12 December 1977. Its CRD number is 140444 and its SEC file number is 801-13545.","source":"Form ADV Part 1A, Item 1, filed 2 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Folger Nolan Fleming Douglas Capital Management?","answer":"Folger Nolan Fleming Douglas Capital Management’s main office is at 725 15th Street N.W., Washington, DC 20005. Its phone number is 202-626-5220. 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