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C. H. Douglas & Gray Wealth Management
Indianapolis-based wealth manager operating nationally as a fee-only fiduciary for individuals and businesses since 2007.
C. H. Douglas & Gray Wealth Management
Founded in 2007 and based in Indianapolis, C. H. Douglas & Gray Wealth Management was built on the premise of managing client affairs with the same prudence its founders would apply to their own. The firm is certified as both an LGBTQ-owned and a veteran-owned business, differentiating its identity within a crowded advisory field. The firm delivers a multi-service wealth-management platform that covers financial planning, portfolio management, business planning, and estate planning. It operates on a transparent, fee-only basis for investment advice — explicitly declining commissions on investments to remove a core industry conflict. Insurance solutions are available as a supplemental part of holistic planning, with commissions fully disclosed when they apply. Client custodians include Charles Schwab, Fidelity, and Vanguard, ensuring third-party safekeeping. C. H. Douglas & Gray has given more than $600,000 since inception to Indianapolis-area nonprofits, including Indy Pride, the Phoenix Theatre, Planned Parenthood, and WFYI. The firm markets itself as a national advisor, able to serve clients from Indiana to Palm Springs, though no specific team counts or additional offices have been published. Unlike many registered investment advisors that grow through aggregation, C. H. Douglas & Gray maintains a single-office, values-led structure. Its fiduciary stance and refusal to accept investment commissions create a narrow, client-first alignment that distinguishes it from commission-heavy peers while limiting the typical scale levers of the industry.
General information
Firm type
RIA
Year founded
2007
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Indianapolis
Corporate office
Indianapolis, IN, United States
Sector focus
Frequently asked questions
Is C. H. Douglas & Gray a fiduciary?
Yes. The firm explicitly states that it operates as a fiduciary, meaning its primary obligation is to its clients. Investment advice is provided on a fee-only basis, and it does not charge or accept commissions on investments, eliminating a common conflict of interest.
Which custodians hold client assets?
Client assets are safeguarded by third-party custodians. The firm names Charles Schwab, Fidelity, and Vanguard as its primary custody platforms, giving clients clarity on where their money is held.
Does the firm receive commissions on any products?
It may receive commissions on insurance policies when they are recommended as part of a broader financial plan. However, those commissions are disclosed to the client, and the firm states that insurance recommendations are driven by fiduciary duty, not by commission potential.
What distinguishes C. H. Douglas & Gray from other RIAs?
The firm is certified as both LGBTQ-owned and veteran-owned, and it combines a national advisor reach from a single Indianapolis office with a fee-only investment model. Its community-giving track record exceeds $600,000 directed to local organizations.
Can the firm serve clients outside Indiana?
Yes. C. H. Douglas & Gray markets itself as a national firm that can serve any client located within the United States, not just Hoosiers. The firm's structure does not rely on multiple physical offices to deliver advice.
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