Johnathon Davis
Johnathon Davis is a registered investment advisor at American Capital Management, INC., based in Lexington, KY, with 17 years of industry experience. Johnathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 440 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
American Capital Management offers two in-house portfolio management programs:
- Allocation Perspectives Portfolio: Invests primarily in no-transaction-fee mutual funds, with secondary investments in exchange-traded funds and individual stocks. Transaction fees may apply.
- Allocation Insights Portfolio: Offers nine different model portfolios based on your risk tolerance. Charles Schwab charges an additional asset fee of 0.0625% each quarter.
Fees are based on a percentage of the account value and are deducted monthly. Fees may be negotiable. They also utilize third-party money managers, where fees vary depending on the advisor and program selected.
Location
444 E Main Street, Suite 101, Lexington, KY, 40507
Get directionsHistory
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 ActivitiesSells Insurance
Johnathon sells independent life and annuity insurance, which is not investment-related. This takes a few hours per week.
Employment History
Current Registrations
American Capital Management, INC.
Previous Registrations
Retirement Tax Advisory Group
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
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.