Douglas Bagwell & Co., Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 134485
· Springfield, MO
· www.facebook.com
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $48.9M
- Discretionary
- $48.9M
- Clients
- 134
- Avg AUM / client
- $365K
- Accounts
- 367
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 134 | $48.9M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Ray Bagwell | Registered representative | Aug 2005 (21y) | ||
| Terry Lynn Blair | Registered representative | Jun 2009 (17y) | ||
| William Ted Bryan | Registered representative | Mar 2016 (10y) | ||
| Christopher Michael Lewis | Registered representative | Feb 2018 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗