TrueAdvisor
TrueAdvisor
MD
MD

Michael Brooke Davis

Kcd Financial, INC.
5 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Kcd Financial, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,145 clients
Average Client Portfolio
$159K average
Assets Under Management
$182.6M

Fee Structure

Minimum Investment:$25K

Location

Raleigh, NC

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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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Employment History
Current Registrations
Kcd Financial, INC.
April 2025 - Present · 10 mos
Kcd Financial, INC.
April 2025 - Present · 10 mos
Kcd Financial, INC.Broker
April 2025 - Present · 10 mos
Previous Registrations
Fortress Private Ledger, LLC
January 2020 - April 2025 · 5 yrs 3 mos
Fortress Private Ledger, LLCBroker
December 2019 - April 2025 · 5 yrs 4 mos
State Registrations5 states
CAFLNCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.