Douglas Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Douglas Capital Advisors provides investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm offers customized portfolio management on a non‑discretionary basis, ongoing financial planning, and consulting services for for‑profit and non‑profit entities, including employee benefit plan advisement.
The firm describes a planning‑first, evidence‑based approach that emphasizes tax efficiency and deliberate asset location for taxable investors, with a primary allocation to low‑fee, tax‑advantaged ETFs and mutual funds; it will recommend third‑party managers or alternative investments for qualifying clients when appropriate. Portfolios are documented with an Investment Policy Statement, reviewed periodically, and rebalanced to maintain client allocations.
Douglas Capital Advisors is notable among similarly sized advisers for routinely offering educational seminars and workshops (including financial‑wellness programming) and for maintaining licensed insurance activities through affiliated Brokerage General Agencies, which can result in commission‑based compensation. The firm operates with a small client roster and limited assets under management and does not position itself as a high‑net‑worth specialist, while also providing enterprise services such as exit and succession planning and lite‑valuation consulting.
Client services
Expertise
Occupation focus
Fee options
Financial planning base fee $3,600; project-based fees range from $3,000 to upwards of $50,000; speaking engagements $0 to $20,000.
$0 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
Insurance product commissions, including variable annuities and other insurance products via associated persons licensed as insurance agents. Commissions are separate and in addition to advisory fees.
$300 to $450 per hour depending on complexity for For-Profit and Non-Profit Financial Planning Services.
Ongoing financial planning engagement fee starting at $200 per month or more, prorated and charged monthly in advance.
Main office
19812 Ann Richards Ave
Manor TX 78653
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Douglas Capital Advisors · Douglas Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Henry G
Series 65
Manor, TX
Douglas Capital Advisors
Henry Golightly III is a financial advisor with Douglas Capital Advisors holding a Series 65 credential and one year of industry experience. He has previously held roles at Archer Investment Corporation, Avantax Insurance Agency, and Avantax Advisory Services. Outside of advising, he is the managing member of Golightly Financial Services, LLC, which provides tax planning, tax preparation, outsourced CFO, and accounting services. Douglas Capital Advisors offers investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm employs a planning-first, evidence-based approach that prioritizes tax efficiency and low-fee, tax-advantaged ETFs and mutual funds, providing customized portfolio management and consulting services.
Howard D
CFP®, Series 66
Manor, TX
Douglas Capital Advisors
Howard Douglas III is a CFP® with eight years of experience in financial services. He is a principal at Douglas Capital Advisors, where he has worked since 2021. His prior experience includes roles at Morgan Stanley, MassMutual Life Insurance Company, and Waddell & Reed. Outside of advisory work, he operates a retail business focused on health, beauty, and wellness products and services. Douglas Capital Advisors provides investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm follows a planning-first, evidence-based approach with an emphasis on tax efficiency, using primarily low-fee, tax-advantaged ETFs and mutual funds, and offers educational seminars and enterprise services such as exit and succession planning.
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