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CH DOUGLAS & GRAY WEALTH MANAGEMENT

INDIANAPOLIS, IN · CRD 142352 · IAPD ↗ · 317-843-8300

$187.2MRegulatory AUM
6Advisory reps
7Employees
1Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2026 — CH DOUGLAS & GRAY WEALTH MANAGEMENT (INDIANAPOLIS, IN) left the SEC roster (was $187.2M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
March 2025 — CH DOUGLAS & GRAY WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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