Carlton William Davis
Investment adviser representative at Asb Capital Management LLC
10 yearsExperience
1 stateRegistered in
$36.7BFirm assets
26 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
10 years in the industry.
- Asb Capital Management LLCOct 2018 to now
- Chevy Chase Trust CompanySep 2018 to now
- Liberty Mutual InvestmentsApr 2016 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MD).
Asb Capital Management LLC
$36.7BAssets managed
83Clients
17Advisers
26 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
- 5548376
- Firm CRD
- 110995