Douglas Thompson
Regatta Research & Money Management · Baton Rouge, Louisiana
Douglas Thompson is a fee-only financial advisor at Regatta Research & Money Management in Baton Rouge, Louisiana. Regatta Research & Money Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Regatta Research & Money Management |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $211.5M across 1,371 accounts |
| SEC registration | Investment adviser representative in LA · CRD 6402838 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | yourfinancialcoaches.com |
How Douglas's firm compares
- Regatta Research & Money Management's average account is about $154,000, from its Form ADV (assets managed divided by 1,371 accounts).
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Questions about Douglas
Is Douglas Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Regatta Research & Money 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, Regatta Research & Money Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Douglas Thompson based?
Douglas Thompson is based in Baton Rouge, Louisiana.
Is Douglas Thompson registered with the SEC?
Yes. Douglas Thompson is registered as an investment adviser representative in LA (CRD 6402838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Regatta Research & Money Management manage?
Regatta Research & Money Management reports $211.5M across 1,371 accounts in assets under management.
How do I contact Douglas Thompson?
Through Douglas's website, yourfinancialcoaches.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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