Douglas Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$100,000
Total clients
4
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
1
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
Fee options
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
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$175/hour for business valuation and consulting services; $150-$225/hour for for-profit and non-profit financial planning services (discounted rates available)
Ongoing financial planning service fees between $200-$333 per month based on complexity and needs
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Douglas Capital Advisors
19812 Ann Richards Ave
Manor TX 78653, United States
Number of offices
1
Forms ADV
Quick links
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