RIA Intel›Advisers›Texas›DOUGLAS CAPITAL ADVISORS, LLC

DOUGLAS CAPITAL ADVISORS, LLC

Advisory

MANOR, TX

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

Rank in TX

#2,758

of 2,813 advisers by AUM

Average account

$19K

across 11 accounts

AUM per adviser

$70K

3 advisers

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

Total AUM

$210K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$210K

Discretionary AUM$0

Non-Discretionary AUM$210K

Discretionary %0%

Total Clients—

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

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 TX

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

ALPHAPLUS INVESTMENT MANAGEMENT LLC

$204K

L & B REALTY ADVISORS, LLP

$219K

TEXAS FIRST INVESTMENT MANAGEMENT COMPANY, LP

$200K

CRESCENT INVESTMENT SOLUTIONS LLC

$230K

CLARK FINANCIAL LLC

$230K

PRUDENT PROSPERITY OF TEXAS, LLC

$188K

Get the full picture on DOUGLAS CAPITAL ADVISORS, LLC

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

Create a free account →See plans