Folger Nolan Fleming Douglas Capital Management, Inc.
Folger Nolan Fleming Douglas Capital Management, Inc is an independent asset management and investment advisory firm headquartered in Washington, DC. Founded in 1899 as part of Folger Nolan Fleming Douglas, it serves high net worth individuals, families, charitable organizations, and pension plans, providing personalized portfolio management and wealth planning. The firm is one of the oldest continuously active investment firms in Washington, D.C., and employs approximately 7 professionals.
Investment Strategy
Folger Nolan Fleming Douglas Capital Management offers discretionary investment management focused on client-specific goals, primarily serving high net worth individuals and charitable organizations. The firm constructs diversified portfolios with an emphasis on U.S. equities, large-cap companies, and ETFs, balancing growth and risk tolerance through fundamental analysis and active monitoring. Its approach is long-term, emphasizing asset allocation, security selection, and personalized financial planning based on the unique needs and objectives of each client.
Top Holdings
Equity Positions (158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGT | VANGUARD INFORMATION TECHNOLOG | 13.23% | $119.2M | 179,759 | $84.26 | $663.28 | +$21.3M |
C CTVA | CORTEVA INC | 8.37% | $75.4M | 1,011,913 | $35.77 | $74.53 | +$4.1M |
M MSFT | MICROSOFT CORPORATION | 5.07% | $45.7M | 91,813 | $40.90 | $497.41 | +$10.1M |
A AAPL | APPLE INC | 3.37% | $30.4M | 148,112 | $32.89 | $205.17 | -$3.1M |
D DOW | DOW CHEMICAL COMPANY (THE) | 2.84% | $25.6M | 967,336 | $50.61 | $26.48 | -$11.0M |
Industry Allocation
Team (7)
| Name | Role | Location | |
|---|---|---|---|
B Brian Coll | Vice President | Washington, DC , United States | |
| President | Phoenix, MD , United States | ||
| Vice President | Washington, DC , United States | ||
A Andrew McGregor | Portfolio Manager, Folger Nolan Fleming Douglas Capital Management Inc. | Washington, DC , United States | |
D Daniel Healey | Senior Vice President | Washington, United States | |
| Executive Vice President and Director of Fixed Income | Baltimore, MD , United States | ||
M Molly Manderfield | Vice President | Washington, DC , United States |