Douglas William Keenholts
Investment adviser representative at Fagan Associates Inc
13 yearsExperience
2 statesRegistered in
$940.7MFirm assets
30 yearsFirm 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
13 years in the industry.
- Fagan Associates IncOct 2024 to now
- Purshe Kaplan Sterling Investments, IncMar 2019 to Sep 2024
- Wealth Advisory Group, LLCSep 2013 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Fagan Associates Inc
$940.7MAssets managed
1,800Clients
3Advisers
30 yearsIn 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
- 6267288
- Firm CRD
- 107562