Douglas Maria LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers discretionary asset management to individuals, high net worth individuals, and institutional clients, providing portfolio management services tailored to each client's investment goals, time horizon and risk tolerance. It states an account minimum of $100,000 (subject to waiver) and does not sponsor wrap fee programs.
Investment strategies are developed from documented client profiles and rely in part on fundamental analysis, with portfolios monitored and rebalanced as conditions change. Clients typically grant the firm discretionary trading authority (subject to any written restrictions) and fees are billed quarterly in arrears, with custody of assets maintained through Charles Schwab Advisor Services.
Distinctive aspects in the brochure include that the firm is newly formed and, as of the filing date, reported no assets, clients, or active SEC-registered advisors while nonetheless offering individual portfolio management—an uncommon combination for firms in this category. The firm also discloses it does not act as a private fund adviser, does not vote client proxies (clients receive proxies directly from custodians), and notes potential soft-dollar benefits linked to its custodian relationship.
Client services
Expertise
Fee options
0.75% annually
Account minimum: $100,000 (may be lowered or waived at discretion)
Main office
924 E 7th Street, Suite 200
Austin TX 78702
Advisors at this office
1
Most active in
Texas
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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