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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 Aug 17, 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

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 typeClientsAUM
Charitable organizationsFewer than 5$7.7M
High net worth individuals42$717.9M
Individuals (other than high net worth individuals)215$71.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 17, 2026Clients262261
Aug 12, 2026RegistrationAPPROVED

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.