RIA Intel›Advisers›Indiana›CH DOUGLAS & GRAY, LLC

CH DOUGLAS & GRAY, LLC

Advisory

N·INDIANAPOLIS, IN

Data as of Feb 29, 2024 · Source: SEC Form ADV

Total AUM

$187M

1-Year AUM Growth

+19.5%

3-Year CAGR

+12.4%

Employees

6

Assets Under Management

Total AUM$187M

Discretionary AUM$175M

Non-Discretionary AUM$12M

Discretionary %93.7%

Total Clients175

Team

Total Employees6

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingApr 20, 2021

Latest FilingFeb 29, 2024

🔒 Full AUM trend chart and 6 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CH DOUGLAS & GRAY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.