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Folger Nolan Fleming Douglas Capital Management, Inc.

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Client assets under management

$1,195,380,397

Clients

478

71% high-net worth

Advisors

3

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

159

Very High

Average account size

$2,500,796

About

Folger Nolan Fleming Douglas Capital Management, Inc. provides discretionary investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations and other institutional or corporate entities. Accounts are managed on an individualized, account‑by‑account basis and the firm also serves as a sub‑advisor for wrap fee programs offered through its broker‑dealer affiliate.

The firm follows a long‑term, buy‑and‑hold investment approach that emphasizes large‑cap equities and U.S. fixed‑income securities, while using exchange‑traded funds to obtain exposure to small‑ and mid‑cap, sector, and international markets. Investment decisions are driven by fundamental analysis and overseen by an internal investment policy committee that maintains a Buy List and conducts periodic and event‑driven reviews of client accounts.

CMI is an indirect, wholly owned subsidiary of a dually registered broker‑dealer and shares management, operational resources, and personnel with that affiliate; it typically recommends that clients use the affiliate for trade execution and clears through Pershing, and it receives a portion of fees when acting as a sub‑advisor in wrap programs. The firm voluntarily participated in the SEC’s Share Class Selection Disclosure Initiative and consented to an administrative order addressing disclosure deficiencies, including disgorgement and undertakings, a regulatory matter prospective clients may weigh alongside its affiliated and sub‑advisory relationships.

Client services

Portfolio management
Portfolio management for charitable entities

Expertise

Passive / index investing Concentrated stock management

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Other

Account minimum: $500,000 (may be waived under certain circumstances) Fee-only: Advisory fees based on percentage of assets under management per tiered schedule

Main office location

Folger Nolan Fleming Douglas Capital Management, Inc.

725 15 Th Street N.W.

Washington DC 20005, United States

Number of offices

1

Most active in

California · District of Columbia · Florida · Maryland · Massachusetts · New York · Virginia

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

David B

Series 63, Series 65

Washington, DC

Folger Nolan Fleming Douglas Capital Management, Inc.

David Brown is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Folger Nolan Fleming Douglas since 1992, focusing primarily on securities research and investment management. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and other institutional clients. The firm follows a long-term, equity-focused buy-and-hold approach with customized accounts and routine quarterly reviews.

Passive / index investing Concentrated stock management
user avatar

Neil F

Series 63, Series 65

Washington, DC

Folger Nolan Fleming Douglas Capital Management, Inc.

Neil Folger is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, with 29 years of industry experience. He has been with the firm since 1996 and holds Series 63 and Series 65 designations. Outside of his advisory role, Folger is involved in a family real estate business where he performs financial and management oversight. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and institutional clients. The firm employs a long-term, buy-and-hold equity-focused approach with customized accounts and a mix of large-cap stocks, fixed-income instruments, and selective use of ETFs.

Passive / index investing Concentrated stock management
user avatar

Christopher H

Series 66

Washington, DC

Folger Nolan Fleming Douglas Capital Management, Inc.

Christopher Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Heritage Investors Management Corporation, Cherry Bekaert Wealth Management, LLC, Capital One Investing LLC, and Bronfman E.L. Rothschild. Hill also serves as Chief Compliance Officer for Folger Nolan Fleming Douglas Capital Management, Inc. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a limited advisory business, offering tailored investment strategies and portfolio management coordinated with the client’s other professionals.

Passive / index investing Concentrated stock management
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