Douglas
Vaughn

Chesme Capital Management

CRD#4576348
Investment Advisor
in Dewitt, MI

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About this Advisor

Douglas Vaughn is a financial advisor based in Dewitt, Michigan, working with Chesme Capital Management. Douglas has previously held positions at Chesme Capital Management and Chesme Capital Management LLC. Douglas has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Douglas is part of Chesme Capital Management, which operates out of Dewitt, Michigan. The firm has 6 employees and manages assets totaling $648.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Chesme Capital Management includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

240 S Bridge Street, Suite 110
Dewitt, MI 48820

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Chesme Capital Management Brokerage Details

Total Assets Under Management

$648,568,328

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

259

MI Average: 1,586
Average Account Size

$2,504,125

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Douglas Vaughn Work History

2017 - Present (7 years)

Chesme Capital Management LLC

2005 - 2017 (12 years)

Chesme Capital Management

Disclosures

Please visit the SEC profile of Douglas Vaughn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chesme Capital Management

Michael Voorheis
Dewitt, MI
Douglas Vaughn
Dewitt, MI
Stephen Erb
Dewitt, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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