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David Craighead Maxwell

Investment adviser representative at Aristotle Capital Management, LLC
14 yearsExperience
2 statesRegistered in
$43.5BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Foreside Financial Services, LLCOct 2023 to now
  2. Aristotle Capital Management, LLCSep 2017 to now
  3. Imst Distributors, LLCNov 2017 to Oct 2023
  4. Cornerstone Investment Partners, LLCAug 2012 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law1992
  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 2 states (CA, GA).

Aristotle Capital Management, LLC

$43.5BAssets managed
5,167Clients
20Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1796332
Firm CRD
109876
Advisor's SEC record (opens in a new tab)
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