Douglass Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Douglass Investment Group provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients, overseeing roughly $173.6 million in discretionary assets across 142 client relationships. Services include tailored investment advice, managed accounts and written investment strategies, with accounts typically managed on a discretionary basis by the firm’s two advisors.
DIG’s investment process is multi‑strategy and client-specific, incorporating asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term holdings while aligning portfolios with each client’s time horizon and risk tolerance. The firm recommends custodian relationships with Raymond James, aggregates trades for execution, conducts periodic reviews, and delivers a one‑time financial plan with additional planning available for a fee.
Notably, although the brochure focuses on individuals and high‑net‑worth investors, the firm’s reported client base also includes banking or thrift institutions—an uncommon client type for peers in this cohort. DIG is a recently established SEC‑registered adviser (formed in 2024) operating with two advisors; the firm’s owners are licensed insurance agents who may occasionally offer commissionable products, and the firm performs due diligence on service providers that use artificial intelligence components.
Client services
Expertise
Fee options
1% annually, charged quarterly in advance
Account minimum: $500,000
Main office
9412 East Central Avenue
Wichita KS 67206
Advisors at this office
2
Most active in
Kansas · Missouri · Texas
Also doing business as
Douglass Investment Group · Douglass Investment Group 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jason D
Series 66
Wichita, KS
Douglass Investment Group
Jason Douglass is a financial advisor at Douglass Investment Group with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Douglass Investment Group provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-strategy, client-specific approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, managing approximately $173.6 million in discretionary assets across 142 client relationships.
Thomas D
CFP®, Series 66
Wichita, KS
Douglass Investment Group
Thomas Douglass is a CFP® with 27 years of industry experience, currently serving as CEO and managing partner at Douglass Investment Group. His prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Outside of advisory work, he is also an insurance agent. Douglass Investment Group LLC is an SEC-registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and banking institutions. The firm’s investment approach is tailored to clients’ time horizons and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with most accounts managed on a discretionary basis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")