Theodore Davis is a registered investment advisor at Lyons View Capital, LLC, based in Memphis, TN, with 5 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Management fees are based on a percentage of assets under management and are fully negotiable at the firm's sole discretion.
Fee Estimator
Location
Memphis, TN
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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.
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Theodore is a partner and portfolio manager at Lyons View Capital, LLC, a registered investment advisor, since November 2022. He dedicates full-time hours to sales, marketing, operations, and portfolio management.
Employment History
Current Registrations
Lyons View Capital, LLC
Bright Investments, LLC
State Registrations2 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.
Exams
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