RIA Intel›Advisers›Missouri›DOUGLAS BAGWELL & CO., LLC

DOUGLAS BAGWELL & CO., LLC

Advisory

SPRINGFIELD, MO

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in MO

#326

of 342 advisers by AUM

Average account

$133K

across 367 accounts

AUM per adviser

$12M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients134

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO, NE

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

134 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

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

MAYFAIR FINANCIAL, LLC

$49M

KANSAS CITY, MO

$49M

HERZOG FINANCIAL GROUP, LLC

SAINT LOUIS, MO

$48M

GATEWAY WEALTH MANAGEMENT, LLC

SAINT LOUIS, MO

$48M

BRIDGEWATER ADVISORY GROUP LLC

CRYSTAL CITY, MO

$50M

YOUNG PAUL HELMER JR

$50M

Get the full picture on DOUGLAS BAGWELL & CO., LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DOUGLAS BAGWELL & CO., LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans