Eric Davidson
Eric Davidson is a registered investment advisor at Aegis Capital CORP., based in Portland, OR, with 29 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,083 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis Capital Corp. charges a fee based on a percentage of the assets they manage for you.
If most transaction costs are charged to you:
- First $250,000 - maximum 2.50% per year
- Next $750,000 - maximum 2.25% per year
- Over $1,000,000 - maximum 2.00% per year
If most transaction costs are charged to Aegis:
- First $250,000 - maximum 3.00% per year
- Next $750,000 - maximum 2.75% per year
- Over $1,000,000 - maximum 2.50% per year
The fee can be charged in one of three ways: Floating Rate, Incremental Rate, or Fixed Rate, as specified in your client agreement. The amount of the fee may be negotiable.
Location
1000 SW Broadway, Suite 1220, Portland, OR, 97205
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2025Customer Dispute
August 2023Regulatory
May 2009Customer Dispute
May 2006Customer Dispute
December 2005Other Business Activities
Eric is the managing member of Eric Davidson Enterprises LLC, established for 1099 expenses and consulting work, dedicating minimal time. He also works as a salesperson for Expion 360, a lithium battery manufacturer, spending a few hours per week.
Employment History
Current Registrations
Aegis Capital CORP.
Aegis Capital CORP.Broker
Previous Registrations
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Paulson Investment Company, INC.
Paulson Investment Company, INC.Broker
M. S. Howells & CO.Broker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
U.S. Bancorp SecuritiesBroker
State Registrations19 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.