Douglas Ernest Ott II
Advisor at Andvari Associates LLC — McDonough, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
14 years
Location
McDonough, GA
Andvari Associates LLC
Independent
Total advisors
1Clients per advisor
16 TypicalAvg AUM per client
$1,002,077 HighHNW client ratio
44% HighDouglas Ott is a financial advisor at Andvari Associates LLC in McDonough, Georgia, holding a Series 65 designation with 13 years of industry experience. He has been with Andvari Associates since its founding in 2013. Andvari Associates LLC is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals and institutional clients through separately managed accounts and a private pooled investment vehicle. The firm employs a long-term, fundamental, bottom-up equity analysis approach combining growth and value strategies, and distinguishes itself by managing a private fund and using performance-based compensation arrangements for certain clients.
Based on Andvari Associates LLC
$0 - $1,000,000: 1.25% annually $1,000,001+: 1.0% annually
Negotiable on a case-by-case basis for research or consulting services to third parties.
15% incentive allocation on net profits above 7% hurdle for private fund; performance-based fees may apply for qualified separate account clients.
Account minimum: $250,000
McDonough, GA
McDonough GA
Advisors at this office
1
Georgia
14 years of industry experience
Andvari Associates
2013 - Present • 13 years
Atlanta, GA
Banyan Capital Management, Inc.
2012 - 2013 • 1 year
Atlanta, GA
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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