RIA Intel›Advisers›Indiana›DAUBLE+WORTHINGTON CAPITAL MANAGEMENT, LLC

DAUBLE+WORTHINGTON CAPITAL MANAGEMENT, LLC

Advisory

Data as of Feb 4, 2026 · Source: SEC Form ADV

Average account

$150K

across 60 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

LORENZ FINANCIAL SERVICES, LLC

$9M

MONUMENT ADVISERS LLC

CARMEL, IN

$10M

INDY ADVISORS, LLC.

$10M

ORG PRIVATE ADVISOR GROUP, LLC

ROANOKE, IN

$10M

RCS FINANCIAL ADVISORS, LTD

$8M

PLAN WISE WEALTH GROUP, LLC

INDIANAPOLIS, IN

$8M

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