LP Profile

Douglass Investment Group

Also known as douglass

Wealth ManagerWichita, United StatesFounded 2024
$174M
Assets Under Management
Wichita
Headquarters
Investment Focus

About Douglass Investment Group

Douglass Investment Group is a fee-based wealth management firm in Wichita, Kansas, founded in 2024, with about $174 million in assets under management. It works primarily with high-net-worth families and business owners, providing retirement, estate and portfolio planning. The firm operates as a fiduciary, stating that it puts client interests first, and positions itself as an advisor on wealth growth, preservation and legacy planning. Its partners include Mark Douglass, a CFP and private wealth advisor who serves as managing partner, and Jason Douglass, a private wealth advisor who holds the CPWA designation.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Douglass Investment Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$173.6M
Total Clients
600
Filing Date
March 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Douglass Investment Group across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Douglass Investment Group?

Douglass Investment Group is a wealth manager based in Wichita, United States, managing approximately $174M in assets.

Where is Douglass Investment Group headquartered?

Douglass Investment Group is headquartered in Wichita, United States.

How much does Douglass Investment Group manage?

Douglass Investment Group manages approximately $174M in assets under management.

When was Douglass Investment Group founded?

Douglass Investment Group was founded in 2024.

How can I contact Douglass Investment Group?

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