Johnathon Davis
Johnathon Davis is a registered investment advisor at American Capital Management, INC., based in Lexington, KY, with 17 years of industry experience. Johnathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 440 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule reflects the Allocation Perspectives Portfolio. The Allocation Insights Portfolio has a separate fee schedule starting at 1.75% for accounts between $50,001 and $750,000 down to 1.00% for accounts over $2,000,001, plus a quarterly 0.035% asset fee. Third-party program fees range up to 2.6%.
Fee Estimator
Location
444 E Main Street, Suite 101, Lexington, KY, 40507
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Johnathon sells independent life and annuity insurance, which is not investment-related. This takes a few hours per week.
Employment History
Current Registrations
American Capital Management, INC.
Previous Registrations
Retirement Tax Advisory Group
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
State Registrations1 state
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.
Exams
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