Ed Douglas
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
The firm provides financial planning and investment advisory services to not‑for‑profit foundations, high‑net‑worth individuals, and other institutional clients, delivering tailored advice in budgeting, debt management, insurance, estate planning and investments. It operates on a non‑discretionary basis and reported approximately $45 million in non‑discretionary assets as of December 31, 2025.
The adviser follows a conservative investment philosophy that emphasizes high‑quality, dividend‑paying equities and draws on over 40 years of experience in bank asset management; research is informed by periodicals such as Value Line, Forbes and Barron’s. Recommendations are made to clients (not executed by the firm), with account reviews typically conducted quarterly or semi‑annually and documented through written reports or notes.
What is distinctive about the firm is its combination of advisory services with other financial product activities: it publishes and sells authored books and conducts seminars and workshops on finance and character and values, activities that are uncommon among peer investment managers. The firm also offers an hourly billing option alongside asset‑based management and brings a background of prior multi‑hundred‑million dollar portfolio management and public‑service leadership that differentiates it from many smaller managers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Bank consulting
Expertise
Cash flow / budgeting
Wealth management
General estate planning guidance
Fee options
$0 - unspecified lower tier: 0.25% to 0.50% unspecified higher tier+: as low as 0.15%
$200 per hour
Main office location
Ed Douglas
Chillicothe MO, United States
Number of offices
1
Most active in
Ed Douglas has reported serving >5 clients in these states in the last 12 months.
Missouri
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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