Designer Technologies, Inc.
- Regulatory AUM
- $89.2M
- Discretionary
- $89.2M
- Clients
- 611
- Avg AUM / client
- $146K
- Accounts
- 1,019
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 601 | $74.4M | 83.4% |
| High net worth individuals | 10 | $14.8M | 16.6% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mitchell, Charlotte, Kay | Vp | Jul 1999 (27y) | 50% – 75% | |
| David Vincent Huber | Executive Vice President | Jul 2005 (21y) | Less than 5% | |
| Blood, Diana, Stuckey | Chief Compliance Officer | Aug 2019 (7y) | Less than 5% | |
| Calvert, Colin, Clifton | Chief Financial Officer | Feb 2020 (7y) | Less than 5% | |
| Huber, Kathryn, Virginia | Chief Executive Officer | Jul 2024 (2y) | Less than 5% | |
| Mitchell, David, Parker | Chairman Of The Board Of Directors | Jul 2024 (2y) | 50% – 75% | |
| Peter Stephen Breidt | Registered representative | Jun 2016 (10y) | ||
| Blair Michael Nightingale | Registered representative | Jun 2016 (10y) | ||
| Ross G. Querry | Registered representative | Aug 2016 (10y) | ||
| David Vincent Huber | Registered representative | Oct 2016 (10y) | ||
| Jenny May Taylor | Registered representative | Jun 2017 (9y) | ||
| Jared Russell | Registered representative | Jul 2017 (9y) | ||
| Geoffrey M Nance | Registered representative | Jul 2020 (6y) | ||
| David Verbruggen | Registered representative | Oct 2021 (5y) | ||
| Casin Koy South | Registered representative | Jul 2023 (3y) | ||
| Dennis Stanley Foster | Registered representative | Jul 2023 (3y) | ||
| Caleb Michael Pritchett | Registered representative | Aug 2023 (3y) | ||
| Noah Michael Hernandez | Registered representative | Aug 2023 (3y) |
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) | 03/27/2026 | 934 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Interactive Brokers $89.2M (100% of AUM) Mar 2026
- Interactives Brokers Group, Inc $68.4M (100% of AUM) Aug 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗