Douglas Terry
Alhambra Investment Management · Centennial, Colorado
Douglas Terry is a fee-only financial advisor at Alhambra Investment Management in Centennial, Colorado, who holds the CFA credential. Alhambra Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alhambra Investment Management |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $320.2M across 533 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 5841670 |
| Exams passed | Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.alhambrapartners.com |
How Douglas's firm compares
- Alhambra Investment Management's average account is about $601,000, from its Form ADV (assets managed divided by 533 accounts).
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Questions about Douglas
Is Douglas Terry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Alhambra Investment Management 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, Alhambra Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Douglas Terry based?
Douglas Terry is based in Centennial, Colorado.
What credentials does Douglas Terry hold?
Douglas Terry holds the CFA credential.
Is Douglas Terry registered with the SEC?
Yes. Douglas Terry is registered as an investment adviser representative in CO and TX (CRD 5841670), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alhambra Investment Management manage?
Alhambra Investment Management reports $320.2M across 533 accounts in assets under management.
How do I contact Douglas Terry?
Through Douglas's website, www.alhambrapartners.com.
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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