CD
CD

Carlton William Davis

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
82 clients
Average Client Portfolio
$400.8M average
Assets Under Management
$32.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees negotiable for amounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Asb Capital Management LLC
October 2018 - Present · 7 yrs 4 mos
Chevy Chase Trust Company
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Asb Capital Management LLC
May 2013 - November 2016 · 3 yrs 6 mos
Chevy Chase Trust Company
May 2013 - November 2016 · 3 yrs 6 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Carlton William Davis - Financial Advisor | TrueAdvisor