Douglass Investment Group

Updated today

Find your advisor

Client assets under management

$163,000,000

Clients

142

39% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,147,887

About

Douglass Investment Group provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients, overseeing roughly $173.6 million in discretionary assets across 142 client relationships. Services include tailored investment advice, managed accounts and written investment strategies, with accounts typically managed on a discretionary basis by the firm’s two advisors.

DIG’s investment process is multi‑strategy and client-specific, incorporating asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term holdings while aligning portfolios with each client’s time horizon and risk tolerance. The firm recommends custodian relationships with Raymond James, aggregates trades for execution, conducts periodic reviews, and delivers a one‑time financial plan with additional planning available for a fee.

Notably, although the brochure focuses on individuals and high‑net‑worth investors, the firm’s reported client base also includes banking or thrift institutions—an uncommon client type for peers in this cohort. DIG is a recently established SEC‑registered adviser (formed in 2024) operating with two advisors; the firm’s owners are licensed insurance agents who may occasionally offer commissionable products, and the firm performs due diligence on service providers that use artificial intelligence components.

Client services

Portfolio management

Expertise

Annuities

Fee options

Percentage

1% annually, charged quarterly in advance

Other

Account minimum: $500,000

Main office location

Douglass Investment Group

9412 East Central Avenue

Wichita KS 67206, United States

Number of offices

Most active in

Kansas · Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 316-854-8495

Advisors at this firm

Jason D

Series 66

Wichita, KS

Douglass Investment Group

Jason Douglass is a financial advisor with Douglass Investment Group, holding a Series 66 designation and 15 years of industry experience. He has worked at Douglass Investment Group since 2024 and previously at Douglass Wealth Management, LLC and Raymond James Financial Services. Douglass Investment Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, and banking or thrift institutions. The firm offers discretionary investment management and financial planning services, tailoring strategies to clients’ time horizons and risk tolerances with a focus on maintaining long-term purchasing power.

Annuities

Thomas D

CFP®, Series 66

Wichita, KS

Douglass Investment Group

Thomas Douglass is a CFP® with 27 years of industry experience, currently serving as CEO and managing partner at Douglass Investment Group. His prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Outside of advisory work, he is also an insurance agent. Douglass Investment Group LLC is an SEC-registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and banking institutions. The firm’s investment approach is tailored to clients’ time horizons and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with most accounts managed on a discretionary basis.

Annuities

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support