Carlton Davis is a CFA, CFP-designated registered investment advisor at Realm Investment Consulting LLC, based in Cary, NC, with 13 years of industry experience. Carlton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 90 clients with $89M 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 $1.0M | 0.50% |
| $1M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
2500 Regency Parkway, Cary, NC, 27518
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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 Activities
Carlton is an adjunct professor of finance at North Carolina State University and High Point University. This activity is not investment-related.
Employment History
Current Registrations
Realm Investment Consulting LLC
Previous Registrations
Suntrust Advisory Services LLC
Crossroads Asset Management, 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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