A complete list of active advisors currently associated with Douglas Maria LLC

Warmer can help you find a great advisor at Douglas Maria LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Douglas Maria LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Sigmon	Austin, TX	0

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