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Elliott Davis

Investment adviser representative at Capital Client Group, Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
13 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.

Other

Experience

12 years in the industry.

  1. Capital Client Group, Inc.Feb 2026 to now
  2. Capital Group/capital Client Group, Inc.Jun 2024 to now
  3. Davis AssociatesJan 2014 to now
  4. Ahv AssociatesSep 2023 to Nov 2023
  5. Edward JonesJun 2023 to Aug 2023
  6. Susquehanna UniversityAug 2021 to May 2025
  7. Reels On WheelsNov 2020 to May 2021
  8. Ladue Horn Watkins High SchoolAug 2016 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

Capital Client Group, Inc.

$0Assets managed
0Clients
606Advisers
13 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
7738745
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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