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DOUGHERTY INVESTMENT ADVISORS
DOUGHERTY & ASSOCIATES, LLC
CRD 142284 · SEC 801-132948
4048 DELTONA BLVD., SPRING HILL, FL, 34606, United States
Phone
(352) 238-6411
Fax
(352) 247-4051
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.1M
Discretionary AUM
$141.1M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $77.1M |
| High net worth individuals | 380 | $62.7M |
| Charitable organizations | 2 | $1.3M |
States served
AL, TX, FL
All web addresses on file
Official SEC filing: View on IAPD