Douglas Wayne Mcculley

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → Present
  Buckingham Asset Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2013-07-01 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Plano, TX
  St Louis, MO
• 2012-06-12 → 2013-10-10
  Jwa Financial Group, Inc.
  Dallas, TX
• 2004-06-17 → 2012-06-06
  Usaa Financial Planning Services
  San Antonio, TX
  Dallas, TX
  San Antonio, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-02-19

Designations

• Certified Financial Planner

Other Names

• Doug Mcculley