Dougherty Investment Advisors
Dougherty Investment Advisors is an SEC-registered mass-market adviser in Spring Hill, FL with $141.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Dougherty Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142284, SEC 801-132948, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $141.1M (2026-04-10)
- Firm type
- Mass-Market Adviser
- Location
- Spring Hill, FL
- Employees
- 4
- Clients
- 414
- CRD
- 142284
- Ownership
- Dougherty, Seann, Archer; DOUGHERTY, JOHN, ARCHER
How much AUM does Dougherty Investment Advisors have?
Dougherty Investment Advisors reported $141.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Dougherty Investment Advisors?
Disclosed owners and executives of Dougherty Investment Advisors include Dougherty, Seann, Archer, DOUGHERTY, JOHN, ARCHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.