Jason Davis is a CFA-designated registered investment advisor at Alphacore Capital LLC, based in Rockville, MD, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,065 clients with $13B 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 $1.3M | 1.50% |
| $1.3M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on client type, relationship complexity, and total family assets. Some clients may have different fee arrangements, such as fixed percentage or floating rate schedules.
Fee Estimator
Location
3202 Tower Oaks Blvd., Ste. 400, Rockville, MD, 20852-4219
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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
Jason owns rental real estate property since 2018. He spends minimal time on this activity.
Employment History
Current Registrations
Alphacore Capital LLC
Previous Registrations
Spc Financial INC
Raymond James Financial Services, INC.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
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