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Shawn Bruce Davis

UNCOMMON CAPITAL, LLC·NEWCASTLE, California
Unclaimed Profile
320 TAYLOR RD, NEWCASTLE, CA 95658CRD# 2911230Firm CRD# 226622
01

About

Shawn Bruce Davis is a registered financial advisor based in NEWCASTLE, California, affiliated with UNCOMMON CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UNCOMMON CAPITAL, LLC
UNCOMMON CAPITAL, LLC
AUM
$103M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at UNCOMMON CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2911230
Firm CRD# 226622
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Bruce Davis offer?
Shawn Bruce Davis specializes in Financial Planning, Investment Management. Contact their office in NEWCASTLE, California for a consultation.
What are Shawn Bruce Davis's credentials?
Shawn Bruce Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Bruce Davis located?
Shawn Bruce Davis is based in NEWCASTLE, California, working with UNCOMMON CAPITAL, LLC. Their office serves clients in the NEWCASTLE metropolitan area and surrounding communities.
How does Shawn Bruce Davis charge for services?
Shawn Bruce Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNCOMMON CAPITAL, LLC?
UNCOMMON CAPITAL, LLC has approximately 1 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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