Kenneth Davis
Kenneth Davis is a ChFC-designated registered investment advisor at Capital Investment Advisory Services, LLC, based in Davidson, NC, with 40 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
705 Northeast Drive, Suite 16, Davidson, NC, 28036
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2025Other Business ActivitiesSells Insurance
Kenneth is a Managing Partner / Financial Planner at Davis & Davis Financial Partners, providing insurance and planning products and services, including annuities and disability insurance. He also manages K R Davis Enterprises Inc, a holding account, and Davis Financial Group, an LLC that owns office space, and acts as a trustee for a golf tournament, dedicating about 10-20% of his time in September.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Capital Investment Group, INC.
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
The Advisors Group, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.