DD
CFA
DD
CFA

Damien Davis

12 Years of Experience
Baltimore, MD

Damien Davis is a CFA-designated registered investment advisor at Brown Capital Management, LLC, based in Baltimore, MD, with 12 years of industry experience. Damien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 109 clients with $8.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
109 clients
Average Client Portfolio
$74.3M average
Assets Under Management
$8.1B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is for the U.S. Small Company Strategy and the International Small Company Strategy. For the International All Company Strategy, the fee is 0.75% on the first $50 million of assets, 0.65% on assets between $50 and $100 million, 0.55% on assets between $100 and $150 million, 0.50% on assets between $150 and $300 million, and 0.45% on assets more than $300 million. Fees are negotiable.

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

1201 N Calvert St, Baltimore, MD, 21202-3908

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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
Brown Capital Management, LLC
October 2013 - Present · 12 yrs 6 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.