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Douglas Capital Advisors

Updated today

Client assets under management

$100,000

Clients

4

0% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

2

Very Low

Average account size

$25,000

About

Douglas Capital Advisors provides non‑discretionary investment management, integrated financial planning, and employee benefit plan advisory services to individuals, businesses, charitable organizations, and pension/profit‑sharing plans. The firm documents client objectives in Investment Policy Statements and works with clients’ other professionals to implement tailored wealth‑planning and portfolio solutions.

DCA describes an evidence‑based, tax‑aware approach that emphasizes low‑fee, tax‑advantaged investments and proactive asset‑location for taxable investors, with regular rebalancing and periodic reviews. The firm may recommend third‑party advisers, privately placed investments for qualifying clients, and consults on non‑securities matters such as cash flow, tax planning, insurance, and estate considerations.

Noteworthy distinctions in the brochure include a formal program of educational seminars and workshops for organizations and the public, enterprise services such as business valuation and customized for‑profit/non‑profit planning, and employee financial‑wellness offerings. The firm also discloses that some representatives are licensed insurance agents who may receive commissions, and it reports being newly formed with no material assets under management and a very small client roster rather than a predominately high‑net‑worth clientele.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting/ valuation services

Expertise

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning base fee starting at $3,200 in first year, with $2,400 (discounted 25%) in year 2 and beyond, charged monthly ($200/month typical); Educational seminars fees ranging from $0 to $20,000 per event; Speaking engagements $0-$20,000 per event

Percentage

$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Project-based

$175/hour for business valuation and consulting services; $150-$225/hour for for-profit and non-profit financial planning services (discounted rates available)

Subscriptions

Ongoing financial planning service fees between $200-$333 per month based on complexity and needs

Main office location

Douglas Capital Advisors

19812 Ann Richards Ave

Manor TX 78653, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Henry G

Series 65

Manor, TX

Douglas Capital Advisors

Henry Golightly is a financial advisor at Douglas Capital Advisors with a Series 65 designation and one year of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, KBR, and McConnell & Jones. Golightly is also the managing member of Golightly Financial Services, LLC, which provides tax planning, tax preparation, outsourced CFO services, and accounting. Douglas Capital Advisors offers non-discretionary investment management, integrated financial planning, and employee benefit plan advisory services to individuals, businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a tax-aware, evidence-based approach focusing on low-fee investments and proactive asset location, with additional services including educational seminars and business valuation.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Founder/Business Owner Executive
user avatar

Howard D

CFP®, Series 66

Manor, TX

Douglas Capital Advisors

Howard Douglas III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Douglas Capital Advisors since 2021. His prior experience includes roles at Mass Mutual Investors Services, Morgan Stanley, Guardian Life Insurance, and Waddell & Reed. Outside of advising, he operates Naturally Boundless, a retail business focused on health, beauty, and wellness products. Douglas Capital Advisors provides non-discretionary investment management, integrated financial planning, and employee benefit plan advisory services to individuals, businesses, and charitable organizations. The firm employs an evidence-based, tax-aware approach emphasizing low-fee, tax-advantaged investments and offers educational seminars, business valuation, and customized planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Founder/Business Owner Executive
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