Unclaimed Profile

David Edward Post

CONCENTRIC CAPITAL LLC·BEVERLY HILLS, California

Series 6523 years registeredCONCENTRIC CAPITAL LLC

9990 SANTA MONICA BLVD, BEVERLY HILLS, CA 90212CRD# 861819Firm CRD# 150141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Edward Post · BEVERLY HILLS, CA

Registration

CRD #861819 · CONCENTRIC CAPITAL LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONCENTRIC CAPITAL LLC

TELEMUS CAPITAL, LLC

Feb 2014 – Sep 2021

Los Angeles, CA

CONCENTRIC CAPITAL LLC

May 2012 – Dec 2013

BEVERLY HILLS, CA

CSI CAPITAL MANAGEMENT INC

Mar 2003 – Oct 2007

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 10, 2003

Years registered · 23

Disclosure History

2022Regulatory·Final

2021Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CONCENTRIC CAPITAL LLC

CRD 150141 · SEC 801-70138

AUM

$34M

Regulatory assets under management

Employees

28 client accounts

Services offered by CONCENTRIC CAPITAL LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CONCENTRIC CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does David Edward Post offer?

David Edward Post specializes in Investment Management, Fee-Only Advisory.

What are David Edward Post's credentials?

David Edward Post is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Edward Post located?

David Edward Post is based in BEVERLY HILLS, California, last registered with CONCENTRIC CAPITAL LLC.

How does David Edward Post charge for services?

David Edward Post's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCENTRIC CAPITAL LLC?

CONCENTRIC CAPITAL LLC has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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