Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
4,635 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$24.3B

Fee Structure

Loading...

Location

1100 Superior Ave East, Suite 700, Cleveland, OH, 44114

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

David is a portfolio manager at Wilbanks Smith & Thomas Asset Management since 2001. He is also an Assistant Vice President at Lafayette Advisor, LLC, dedicating minimal time to this role.

Employment History
Current Registrations
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
July 2001 - April 2024 · 22 yrs 9 mos
State Registrations3 states
NCTXVA
Advisor
Exams
No exam information available for this advisor.
David James Kyle Elliott - Financial Advisor | TrueAdvisor