C. H. Douglas & Gray Wealth Management

Overview

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.