RIA Intel›Advisers›California›DOUGLAS BRIAN NEYLAND

DOUGLAS BRIAN NEYLAND

Advisory

CA

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

Rank in CA

#4,776

of 5,480 advisers by AUM

Average account

$2M

across 4 accounts

AUM per adviser

$7M

1 advisers

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

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$6M

Non-Discretionary AUM$1M

Discretionary %86.6%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

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

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

ANALYTIC INVESTMENT MANAGEMENT LLC

$7M

SOUNDBRIDGE CAPITAL MANAGEMENT,LLC

SAN FRANCISCO, CA

$7M

ALFRED CAPITAL MANAGEMENT, LLC

$8M

$8M

DRS FINANCIAL PARTNERS LLC

$7M

LIBERTY SOLUTIONS DVBE INC.

$8M

Get the full picture on DOUGLAS BRIAN NEYLAND

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

Create a free account →See plans