DT
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David Tice

20 Years of Experience
Highlands, NC
1 Disclosure

David Tice is a registered investment advisor at Moran Tice Capital Management LLC, based in Highlands, NC, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $56M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
49 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$55.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Highlands, NC

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History

Regulatory History (1)
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Customer Dispute
September 2002
Withdrawn
Other Business Activities

David is the Chief Executive Officer of Tice Capital, LLC, providing consulting services to investment firms. He spends nearly full-time (120 hours per month) on this activity, with about half his time (80 hours per month) during trading hours.

Employment History
Current Registrations
Moran Tice Capital Management LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Ranger Alternative Management, L.P.
July 2020 - December 2024 · 4 yrs 5 mos
David W. Tice & Associates, LLC
April 1994 - March 2009 · 14 yrs 11 mos
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.