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FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
CRD 319File 801-67696
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$797.4M
Above cohort median (national)
Discretionary AUM
$33.6M
Non-discretionary $763.7M
Clients
261
262 accounts
Employees
44
Below cohort median in DC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 24, 2007
- Principal office
- 725 15TH STREET NW, WASHINGTON, DC, 20005-2109
- Phone
- 202-626-5300
- Website
- HTTP://WWW.FNFD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $797.4M
- Discretionary AUM
- $33.6M
- Non-discretionary AUM
- $763.7M
- Discretionary accounts
- 93
- Non-discretionary accounts
- 169
- Total accounts
- 262
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.7M |
| High net worth individuals | 42 | $717.9M |
| Individuals (other than high net worth individuals) | 215 | $71.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 262 | 261 | decreased by1 |
| Apr 1, 2026 | Employees | 50 | 44 | decreased by6 |
| Apr 1, 2026 | Clients | 471 | 262 | decreased by209 |
| Apr 1, 2026 | AUM | $857,718,871 | $797,351,870 | decreased by$60,367,001 |
| Apr 1, 2026 | Accounts | 471 | 262 | decreased by209 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 698 | 471 | decreased by227 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,036,201,632 | $857,718,871 | decreased by$178,482,761 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 698 | 471 | decreased by227 |
| Jul 1, 2022 | Clients | 694 | 698 | increased by4 |
| Jul 1, 2022 | AUM | $449,386,977 | $1,036,201,632 | increased by$586,814,655 |
| Jul 1, 2022 | Accounts | 694 | 698 | increased by4 |
| Apr 1, 2022 | Employees | 40 | 50 | increased by10 |
| Apr 1, 2022 | Clients | 678 | 694 | increased by16 |
| Apr 1, 2022 | AUM | $1,000,005,611 | $449,386,977 | decreased by$550,618,634 |
| Apr 1, 2022 | Accounts | 678 | 694 | increased by16 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FOLGER NOLAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOLGER NOLAN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.