Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B
Fee Structure
Minimum Annual Fee:$5,000
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Contact
Cornelius James David
Location
8315 Route 29, Suite 325, Fairfax, VA, 22031
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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.
Learn about disclosures →Other Business Activities
Cornelius works as an academic coach and tutor at Private Prep, dedicating minimal time to this role. He is also an opera singer at the John F. Kennedy Center for the Performing Arts, spending about a quarter of his time in this capacity for four months of the year.
Employment History
Current Registrations
Focus Partners Wealth, LLC
August 2025 - Present · 6 mos
Previous Registrations
David Wealth Management, LLC
August 2020 - August 2025 · 5 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Contact
Cornelius James David