Dushane Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,153,950
Clients
27
Advisors
1
of 1 employees
About
DuShane Management, Inc. provides discretionary portfolio management to individuals, high‑net‑worth clients and business entities. Services cover ongoing asset selection and monitoring across equities, fixed‑income, ETFs and non‑U.S. securities, with custody and trade execution handled through a third‑party custodian.
The firm follows a rules‑based investment discipline described in a book authored by its principal, combining a signal tied to the S&P 500 200‑day moving average with relative‑strength analysis and a mix of long‑ and short‑term trading. The adviser retains discretion to deviate from the strict rules, may average into positions or overweight sectors, and applies operational conventions such as a stated waiting period before repurchasing stocks in its models.
Notably for a solo independent adviser, the firm produces a quarterly electronic newsletter for clients at no charge and explicitly accepts business/corporate accounts that resemble institutional‑style relationships in addition to household portfolios. The brochure also documents formal policies on fair allocation of investment opportunities among clients and the use of third‑party relative‑strength data in security selection.
Client services
Expertise
Fee options
$0 - $999,999: 1% $1,000,000 - $10,000,000: tiered from 1% down to 0.70% $10,000,001+: 0.70%
Quarterly newsletter at no charge
Main office
Oxford FL
Advisors at this office
1
Most active in
Florida · Michigan
Also doing business as
Dushane Management, Inc. · Dushane, Mark R
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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