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Theodore Joseph Davies

Investment adviser representative at Reicon Wealth Advisors, LLC
26 yearsExperience
1 stateRegistered in
$220.1MFirm assets
3 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 assetsPerformance-based

Services the firm offers

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

  • Portfolio management

Experience

26 years in the industry.

  1. Maven Capital Partners, LLCJul 2022 to now
  2. Reicon Wealth Advisors, LLCFeb 2021 to now
  3. Reicon Capital, LLCMar 2000 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (GA).

Reicon Wealth Advisors, LLC

$220.1MAssets managed
59Clients
5Advisers
3 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
2389710
Firm CRD
315043
Advisor's SEC record (opens in a new tab)
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