Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
827 clients
Average Client Portfolio
$545K average
Assets Under Management
$450.9M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$480
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Location

Arlington, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David is a principal/partner at 2Co EOR US LP, a finance and energy consulting firm, since 2016. He dedicates full-time hours to this role, also serving as CFO for Duck Energy Management LLC and providing CFO services to Noblestone Capital LLC.

Employment History
Current Registrations
Capital Markets Iq, LLC
February 2025 - Present · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.