Investment adviser · CRD 331223
DOUGLASS INVESTMENT GROUP
Investment adviser filing (IA)
DOUGLASS INVESTMENT GROUP LLC
WICHITA, KS, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $174M Form ADV · Item 5.F
- Client accounts
- 600 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 55 | $133,000,000 | 76.6% |
| Individuals | 87 | $30,000,000 | 17.3% |
| Charities | Fewer than 5 | $8,000,000 | 4.6% |
| Corporations & businesses | Fewer than 5 | $2,600,000 | 1.5% |
Filing source
Form ADV 2059701 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
9412 EAST CENTRAL AVENUEWICHITA, KS, 67206, United States
CRD 331223
Filing source
Form ADV 2059701 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.