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Douglas Allen Stewart (Charlottesville)


Douglas Allen Stewart is a related adviser based in Charlottesville. It manages $9.4 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Virginia.

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Douglas Allen Stewart provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Douglas Allen Stewart: assets under management

The assets under management (AUM) of Douglas Allen Stewart is $9.4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $9.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110.59 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Douglas Allen Stewart for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlottesville

The principal office where Douglas Allen Stewart performs its advisory services is located at 1649 Brandywine Drive, Charlottesville, VA 22901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-975-3138 or by fax 434-975-3138. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.sherwoodforestcapital.com.


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