Data / Investment advisers / Florida / Douglas Capital Management Inc
Douglas Capital Management Inc, Jacksonville, FL: $295 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Douglas Capital Management Inc is an SEC registered investment adviser with its main office in Jacksonville, Florida and reports $295 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include corporations and other businesses, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 106262
- SEC file number
- 801-10647
- SEC status
- Approved, effective March 21, 1975
- Main office
- 4230 Pablo Professional Court Suite 208, Jacksonville, FL 32224
- Phone
- (904) 285-7866
- Website
- douglascapitalmanagement.com
- Regulatory AUM
- $295,184,098 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $295,184,098
- Accounts
- 279
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 1 | $233.9 million |
| High net worth individuals | 19 | $41.9 million |
| Individuals (other than high net worth individuals) | 89 | $18.1 million |
| Pension and profit sharing plans | 3 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $295.2 million | March 16, 2026 |
| December 1, 2025 | $282.5 million | March 5, 2025 |
Other advisers in Jacksonville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sanchez Wealth Management Group, LLC | Jacksonville | $571.2 million | Not listed | adviserinfo.sec.gov |
| Jacksonville Wealth Management | Jacksonville | $533.5 million | Not listed | adviserinfo.sec.gov |
| St. Johns Investment Management Company, LLC | Jacksonville | $374.8 million | Not listed | adviserinfo.sec.gov |
| Lynk Capital Management Company, LLC | Jacksonville | $359.6 million | 1 | adviserinfo.sec.gov |
| Life Planning Partners, Inc. | Jacksonville | $354 million | Not listed | adviserinfo.sec.gov |
| Madden Advisory Services, Inc. | Jacksonville | $291.7 million | Not listed | adviserinfo.sec.gov |
| The Palmer Knight Company | Jacksonville | $285.4 million | Not listed | adviserinfo.sec.gov |
| Fig Capital Management, LLC | Jacksonville | $283 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jacksonville, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Douglas Capital Management Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.