CD
CD

Coleman Crawford Davis

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
6,373 clients
Average Client Portfolio
$7K average
Assets Under Management
$47.7M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1880 S Dairy Ashford Road, Ste 300, Houston, TX, 77077

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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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Other Business ActivitiesSells Insurance

Coleman is a registered representative and a licensed insurance agent. He may offer clients advice or products from these activities, which creates a conflict of interest due to commissions.

Employment History
Current Registrations
Catalyst Wealth Management LLC
April 2024 - Present · 1 yr 10 mos
Innovation Partners LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Gwn Securities INC.
February 2023 - April 2024 · 1 yr 2 mos
Gwn Securities INC.Broker
July 2022 - April 2024 · 1 yr 9 mos
Equitable Advisors, LLCBroker
October 2021 - July 2022 · 9 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.