CH DOUGLAS & GRAY, LLC
Legal name: CH DOUGLAS & GRAY WEALTH MANAGEMENT
CRD #142352 SEC #801-121265 INDIANAPOLIS, IN 317-843-8300
SEC Registered
Total AUM
$187.2M
Discretionary
$175.5M
Employees
7
Clients
101
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $187.2M | $175.5M | $11.7M | 7 | 1 |
| Feb 2025 | $187.2M | $175.5M | $11.7M | 7 | 1 |
| Feb 2024 | $158.6M | $147.9M | $10.6M | 7 | 5 |
| Feb 2024 | $132.7M | $124M | $8.6M | 6 | 0 |
| Oct 2023 | $132.7M | $124M | $8.6M | 6 | 0 |
| Mar 2023 | $132.7M | $124M | $8.6M | 6 | 0 |
| Mar 2022 | $147.6M | $137M | $10.7M | 6 | 3 |
| Apr 2021 | $113.6M | $113.5M | $71.1K | 5 | 2 |
DateMar 2025
Total AUM$187.2M
Discretionary$175.5M
Non-Disc.$11.7M
Employees7
Clients1
DateFeb 2025
Total AUM$187.2M
Discretionary$175.5M
Non-Disc.$11.7M
Employees7
Clients1
DateFeb 2024
Total AUM$158.6M
Discretionary$147.9M
Non-Disc.$10.6M
Employees7
Clients5
DateFeb 2024
Total AUM$132.7M
Discretionary$124M
Non-Disc.$8.6M
Employees6
Clients0
DateOct 2023
Total AUM$132.7M
Discretionary$124M
Non-Disc.$8.6M
Employees6
Clients0
DateMar 2023
Total AUM$132.7M
Discretionary$124M
Non-Disc.$8.6M
Employees6
Clients0
DateMar 2022
Total AUM$147.6M
Discretionary$137M
Non-Disc.$10.7M
Employees6
Clients3
DateApr 2021
Total AUM$113.6M
Discretionary$113.5M
Non-Disc.$71.1K
Employees5
Clients2