Overview
Assets Under Management: $187 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 47
Average Client Assets: $2.4 million
Frequently Asked Questions
CH DOUGLAS & GRAY WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142352), CH DOUGLAS & GRAY WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CH DOUGLAS & GRAY WEALTH MANAGEMENT is headquartered in INDIANAPOLIS, IN.
CH DOUGLAS & GRAY WEALTH MANAGEMENT serves 47 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, CH DOUGLAS & GRAY WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CH DOUGLAS & GRAY WEALTH MANAGEMENT manages $187 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, CH DOUGLAS & GRAY WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.82%
Average Client Assets: $2.4 million
Total Client Accounts: 523
Discretionary Accounts: 516
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 142352
Filing ID: 1965451
Last Filing Date: 2025-03-24 12:25:00