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David Alan Karpa

Investment adviser representative at Clinton Investment Management, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$3.9BFirm 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 assets

Services the firm offers

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

  • Portfolio management

Experience

21 years in the industry.

  1. Clinton Investment Management, LLCJul 2017 to now
  2. Cincinnati Asset ManagementNov 2005 to Jul 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

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

Clinton Investment Management, LLC

$3.9BAssets managed
2,146Clients
11Advisers
18 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
2948276
Firm CRD
143599
Advisor's SEC record (opens in a new tab)
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