Douglas Mark Gusmus

Employer firm

Cpa Group Investment Management, LLC CRD 114383

$41.0M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2004 → Present
  Tipton, Marler, Garner & Chastain, P.A., Cpas
  Panama City, FL
• 07/2004 → Present
  Cpa Group Investment Management, Llc
  Panama City, FL

Other Businesses

1/2016 - Present: Roundabout 19, LLC, 501 West 19th Street, Panama City, Florida 32405. The entity is a non-public Limited Liability Company set-up to own, operate, and manage the property located at 501 West 19th Street. The property management services are not investment-related. Mr. Gusmus is a Member of Roundabout 19 and spends approximately 1 hour a month during non-business hours managing the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-04

Designations

• Personal Financial Specialist