Beau Hunter Davis
Investment adviser representative at Bluechip Wealth Advisors LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$666.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Bluechip Wealth Advisors LLC.Jul 2021 to now
- Purshe Kaplan Sterling InvestmentsMay 2012 to Feb 2020
- Compass Wealth Management LLCMar 2011 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Bluechip Wealth Advisors LLC
$666.4MAssets managed
398Clients
6Advisers
7 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
- 2829250
- Firm CRD
- 150008