Macdougall Financial Counseling
- Regulatory AUM
- $425M
- Discretionary
- $425M
- Clients
- 124
- Avg AUM / client
- $3.4M
- Accounts
- 426
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $16.8M | 3.96% |
| High net worth individuals | 73 | $385M | 90.6% |
| Charitable organizations | 8 | $23.2M | 5.45% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allan Macdougall | President, Wealth Advisor, Chief Compliance Officer | Jan 2007 (20y) | 75% or more | |
| Elizabeth Laughlin Mac Dougall | Vice President, Wealth Advisor, Compliance Manager | Nov 2019 (7y) | 10% – 25% | |
| Kurtis James Savage | Registered representative | Aug 2013 (13y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 02/25/2026 | 918 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
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports having 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: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗