Dushane Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,153,950
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
27
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$487,183
About
DuShane Management provides discretionary portfolio management to individuals, high‑net‑worth individuals, and business clients, advising on equities, fixed‑income, ETFs and non‑U.S. securities. The firm also distributes a quarterly electronic subscription newsletter to clients that may include specific buy and sell recommendations.
Its investment process is built around a proprietary discipline described in firm materials and augmented by relative strength, charting, fundamental, technical and cyclical analysis, with a mix of long‑ and short‑term trading. The firm retains discretion over implementation and may deviate from the stated discipline by averaging, sector overweighting, or applying a stated waiting period before re‑entering positions based on market conditions.
Compared with many independent single‑advisor firms, DuShane Management’s regular newsletter and its explicit acceptance of business/corporate (non‑individual) accounts are uncommon features. The brochure also discloses reliance on third‑party relative strength data for security selection and standard custodian arrangements with fee‑deduction billing, illustrating a combination of proprietary methodology and common custodian‑based execution.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Factor investing / smart beta
Fee options
$0 - $999,999: 1.00% $1,000,000 - $10,000,000: between 1.00% and 0.70% (declining scale, negotiable) $10,000,001+: 0.70%
Quarterly newsletter provided at no charge
Main office location
Dushane Management, Inc.
12395 Ne 48 Th Loop
Oxford FL 34484, United States
Number of offices
1
Most active in
Dushane Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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