Douglas Arthur Phelps

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

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

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

Current Employers

Employment History

• 12/2012 → Present
  Doug Phelps Insurance Agency
  Brunswick, GA
• 12/2012 → Present
  State Farm Vp Management Corp.
  Brunswick, GA
• 08/2018 → Present
  State Farm Investment Management Corp
  Brunswick, GA

Other Businesses

1) TIDAL CREEK HOLDINGS LLC; NON-INVESTMENT-RELATED; 178 Butler Lake Dr, St. Simons Island, GA 31522; Investment or Commercial property; RENTAL OF OFFICE BUILDING; 50% OWNER; 8/1/2010; 0 HRS/MO FOR BOTH; COLLECTING RENT, MANAGING THE BUILDING. 2) Douglas Phelps' Insurance Agency; Insurance Agency; Investment-related; 104 Trade St Ste E Brunswick, GA 31525-0575; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2012; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-05
• S63 Uniform Securities Agent State Law Examination
  2000-03-15