Douglas Dial
Capital Partners Investment Group · Altadena, California
Douglas Dial is a fee-only financial advisor at Capital Partners Investment Group in Altadena, California. Capital Partners Investment Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital Partners Investment Group |
|---|---|
| Based in | Altadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $40.3M across 36 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2237092 |
| Exams passed | Series 63 (2016) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Douglas's firm compares
- Capital Partners Investment Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Douglas
Is Douglas Dial a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Capital Partners Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Capital Partners Investment Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Douglas Dial based?
Douglas Dial is based in Altadena, California.
Is Douglas Dial registered with the SEC?
Yes. Douglas Dial is registered as an investment adviser representative in CA (CRD 2237092), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Capital Partners Investment Group manage?
Capital Partners Investment Group reports $40.3M across 36 accounts in assets under management.
How do I contact Douglas Dial?
Contact details aren't on file yet. Search for Capital Partners Investment Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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