GD
CFA
GD
CFA

Guy Matthew Davis

7 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
397 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$755.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

3200 Southwest Freeway, Suite 2160, Houston, TX, 77027

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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

Guy is a director of Roll Group Ltd, a UK-based mobility retail business, requiring minimal time. He is also a portfolio manager for GCI Investors, working as an investment adviser representative and portfolio manager.

Employment History
Current Registrations
Brasada Capital Management, LP
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Gci Investors
March 2018 - October 2024 · 6 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Guy Matthew Davis - Financial Advisor | TrueAdvisor