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David Brown

Folger Nolan Fleming Douglas Capital Management, INC.
34 Years of Experience
Washington, DC
1 DisclosureBroker
View SEC Summary
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David Brown is a registered investment advisor at Folger Nolan Fleming Douglas Capital Management, INC., based in Washington, DC, with 34 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 488 clients with $1.2B in assets under management.

Folger Nolan Fleming Douglas Capital Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
488 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable based on asset types, account size, and other business relationships.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

725 15th Street N.W., Washington, DC, 20005

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is a Senior Vice President and Investment Adviser at Folger Nolan Fleming Douglas Capital Management Inc. He dedicates full-time hours to securities research and investment management.

Employment History
Current Registrations
Folger Nolan Fleming Douglas Capital Management, INC.
May 2006 - Present · 20 yrs 5 mos
Folger Nolan Fleming Douglas Incorporated
May 1995 - Present · 31 yrs 5 mos
Folger Nolan Fleming Douglas IncorporatedBroker
May 1995 - Present · 31 yrs 5 mos
Previous Registrations
Folger Nolan Fleming Douglas Capital Management, INC.
April 1992 - May 2006 · 14 yrs 1 mo
State Registrations2 states
DCMD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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