DD
DD

Douglas Ducker

15 Years of Experience
Fort Worth, KY
Sells Insurance

Douglas Ducker is a registered investment advisor at Omega Wealth Private Capital LLC, based in Fort Worth, KY, with 15 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 286 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
286 clients
Average Client Portfolio
$358K average
Assets Under Management
$102.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee ranges between 0.25% and 2.00% and is negotiable based on account value and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

1710 Fort Henry Dr., Fort Worth, KY, 41011

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Douglas is an insurance producer, dedicating nearly full-time hours to this investment-related activity since February 2025.

Employment History
Current Registrations
Omega Wealth Private Capital LLC
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Golden Reserve Retirement, LLC
February 2024 - November 2024 · 9 mos
VALIC Financial Advisors, INC.
June 2022 - December 2023 · 1 yr 6 mos
VALIC Financial Advisors, INC.Broker
June 2022 - December 2023 · 1 yr 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2022 · 3 yrs 8 mos
Strategic Advisers LLC
February 2015 - July 2018 · 3 yrs 5 mos
Fidelity Brokerage Services LLCBroker
June 2014 - March 2022 · 7 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2014 · 1 yr 4 mos
Chase Investment Services CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
State Registrations3 states
INKYOH
Advisor

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.