# Douglass Financial Group

Douglass Financial Group is a RIA based in Greenwood Village, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greenwood Village, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 1983
- **Assets under management:** $500M – $1B (Altss estimate)
- **Website:** douglassfinancialgroup.com

## Regulatory record

- **CRD number:** 167140
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167140

## About

DOUGLASS FINANCIAL GROUP is a state-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Equity
- Real Estate
- Fixed Income
- Equities

## People

- James R. Douglass — Founder & CEO
- M. Clayton Douglass — President
- John A. Douglass — Managing Director

## Questions

### Who runs investment decisions at Douglass Financial Group?

James R. Douglass, founder and CEO, leads investment decisions. President M. Clayton Douglass and Managing Director John A. Douglass also sit on the investment committee. The firm is family-governed with no external investment committee members (per the firm's website and public filings).

### Does Douglass Financial Group invest in venture capital or early-stage companies?

The firm's disclosed portfolio and public records show a focus on established private companies, real estate, and fixed-income instruments. It does not publicly list venture capital or early-stage equity as an active strategy.

### What is Douglass Financial Group's investment geography?

The firm primarily targets the US Southeast, with a concentration in Alabama, Georgia, and Tennessee. Some real estate and private equity holdings extend to other Sun Belt states. International exposure is not publicly documented.

## Related profiles

- [Sagard Real Estate Advisors](https://altss.com/profile/sagard-real-estate-advisors)
- [Proventus AG](https://altss.com/profile/proventus-ag)

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Last updated: 2026-07-06T01:24:15.483Z

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