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John Archer Dougherty

Investment adviser representative at Dougherty Investment Advisors
37 yearsExperience
2 statesRegistered in
$141.1MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

37 years in the industry.

  1. Dougherty Investment AdvisorsOct 2016 to now
  2. John Archer Dougherty, Inc.Feb 2003 to now
  3. Dougherty & Associates, LLCJan 1989 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Dougherty Investment Advisors

Legal name: Dougherty & Associates, LLC

$141.1MAssets managed
414Clients
4Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5241803
Firm CRD
142284
Advisor's SEC record (opens in a new tab)
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