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DOUGHERTY INVESTMENT ADVISORS

SPRING HILL, FL · CRD 142284 · IAPD ↗ · doughertyinvestments.com · (352) 238-6411

$141.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — DOUGHERTY INVESTMENT ADVISORS (SPRING HILL, FL) is newly SEC-registered with $113.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.