Brian Davis is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Woodway, TX, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,560 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
Fee Estimator
Contact
Brian Davis
Location
15150 Badger Ranch Blvd., Suite 203, Woodway, TX, 76712
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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 →Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Linsco/private Ledger CORP.Broker
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
Additional Information
Brian Davis is a financial co-steward full of character and passion, helping clients make the best decisions to accomplish their personal goals. Having served in the financial industry for over 25 years, Brian is thoughtful of client’s changing needs, navigating everything from college education saving for their kids to retirement planning for themselves. He is also a Certified Financial Planner™ and member of Kingdom Advisors.
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