WD
WD

William Dale Davis

35 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
300 clients
Average Client Portfolio
$690K average
Assets Under Management
$206.9M

Fee Structure

Minimum Investment:$200K
Financial Planning:Investment management only
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Location

9030 Stony Point Pkwy, Ste 100, Richmond, VA, 23235

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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 Activities

William is a Managing Partner of Seven Hills Capital Management, LLC, which manages Seven Hills Capital Partners LP, a private fund. Thompson Davis Asset Management serves as the investment manager for the fund, and William acts as the investment advisor during normal business hours.

Employment History
Current Registrations
Thompson Davis Asset Management
February 2007 - Present · 19 yrs
Thompson Davis & CO., INC.Broker
July 2002 - Present · 23 yrs 7 mos
Previous Registrations
RBC Dain Rauscher INC.
June 2002 - July 2002 · 1 mo
RBC Dain Rauscher INC.Broker
March 2002 - July 2002 · 4 mos
Tucker Anthony IncorporatedBroker
March 2001 - March 2002 · 1 yr
Branch, Cabell & CO., INC.Broker
November 1990 - March 2001 · 10 yrs 4 mos
F.N. Wolf & CO., INC.Broker
June 1990 - September 1990 · 3 mos
State Registrations26 states
ALARAZCACOCTFLIDMAMDMINCNHNJNMNYOHOKORSCTNUTVAVTWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Dale Davis - Financial Advisor | TrueAdvisor