Ch Douglas & Gray Wealth Management

About Ch Douglas & Gray Wealth Management

<p>LGBTQ- and Veteran-owned, CH Douglas &amp; Gray Wealth Management brings a clear point of view to retirement and wealth planning work. Headquartered in Indianapolis in the Midwest, the firm works with clients across the United States.</p> <p>Founded in 2007, the practice provides investment management along with personal and household financial planning, business planning, and estate planning. It also offers 3(21) fiduciary services for employer-sponsored retirement plans as part of its work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>CH Douglas &amp; Gray operates as a fiduciary and uses a fee-only model, so it does not charge commissions on investments. As of 2026, the firm reports $0.2B in assets under management.</p> <p>A distinguishing detail is its long-running local giving: the firm has donated more than $600,000 to Indianapolis-area organizations since inception.</p> <ul> <li>Founded: 2007</li> <li>Headquarters: Indianapolis (serving clients nationwide)</li> <li>Retirement plan service: 3(21) fiduciary support</li> <li>Advice model: fee-only, no investment commissions</li> <li>AUM (2026): $0.2B</li> </ul>

Website: https://chdouglas.com/

Founded: 2007