Theodore Davis is a registered investment advisor at Lyons View Capital, LLC, based in Memphis, TN, with 4 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lyons View Capital manages your investments for a fee based on a percentage of the value of your accounts. The specific fee is negotiable. Fees are calculated and charged at the end of each quarter. You'll also pay brokerage expenses and other transaction fees charged by the custodian, Fidelity/NFS.
Location
Memphis, TN
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 Activities
Theodore is a partner and portfolio manager at Lyons View Capital, LLC, a registered investment advisor, since November 2022. He dedicates full-time hours to sales, marketing, operations, and portfolio management.
Employment History
Current Registrations
Lyons View Capital, LLC
Bright Investments, LLC
State Registrations2 states
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.