Douglas Brian Neyland
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a single-advisor independent registered investment adviser managing approximately $7.48 million in client assets for two clients. It provides portfolio management for individual clients and charges fees based on a percentage of assets under management, a common billing practice among independent firms.
The Form ADV brochure describes the firm’s portfolio management services and addresses its methods of analysis, investment strategies, and account review practices (see Items 8 and 13). As a solo practitioner with no additional staff, the advisor works directly with clients to tailor investment decisions to each client’s objectives and risk tolerance.
Distinctively, the firm does not list individual (non–high-net-worth) clients among its client types, and its very small client roster (two clients) implies a focus on higher-net-worth or institution-size relationships rather than mass-market retail accounts. The combination of a tiny client base, sole-advisor model, and individualized portfolio management differentiates it from most independent advisers that serve broader individual client segments.
Client services
Fee options
Main office
San Diego CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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