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Christopher Douglas

DOUGLAS CAPITAL MANAGEMENT
PONTE VEDRA BEACH, FL 32082
Some features on this profile are disabled
CRD#: 2282806
CD

Professional summary

Christopher Douglas is a registered financial advisor currently at DOUGLAS CAPITAL MANAGEMENT INC located in Ponte Vedra Beach, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Christopher has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Douglas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 9, 1989 - Present

DOUGLAS CAPITAL MANAGEMENT INC

Office #1: 814 Hwy A1a Suite 201, Ponte Vedra Beach, FL 32082
RIA
CRD#: 106262
PONTE VEDRA BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DOUGLAS CAPITAL MANAGEMENT INC
DCM PARTNERS LLC | DOUGLAS CAPITAL MANAGEMENT INC

CRD#: 106262 / SEC#: 801-10647

RIA
Registered Investment Advisory firm - (3/21/1975 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/9/1989)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/1992
Uniform Investment Adviser Law Examination

Current Firm

DC
DOUGLAS CAPITAL MANAGEMENT INC
DCM PARTNERS LLC | DOUGLAS CAPITAL MANAGEMENT INC

CRD#: 106262 / SEC#: 801-10647

RIA
Registered Investment Advisory firm - (3/21/1975 Approved)
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Contact information

Main Address
13500 Sutton Park Drive S Suite 803, Jacksonville, FL 32224
Mailing Address
Phone number
(904) 285-7866
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 2024 (3/5/2025)

Regulatory assets under management

Total Number of Accounts314
AUM (Assets Under Management)$ 282,486,525

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DOUGLAS CAPITAL MANAGEMENT INC

CRD#: 106262Ponte Vedra Beach, FL 32082

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