Unclaimed Profile

Marc Michael Davis

CAPITAL MANAGEMENT CONSULTANTS, INC.·DEERFIELD, Illinois

Series 6, Series 7, Series 24, Series 51, Series 63, Series 65Clean record28 years registeredCAPITAL MANAGEMENT CONSULTANTS, INC.

155 N. PFINGSTEN ROAD, DEERFIELD, IL 60015CRD# 2412125Firm CRD# 19935

Profile Verification

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

Identity

Marc Michael Davis · DEERFIELD, IL

Registration

CRD #2412125 · CAPITAL MANAGEMENT CONSULTANTS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

CAPITAL MANAGEMENT CONSULTANTS

May 1998 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · May 28, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL MANAGEMENT CONSULTANTS, INC.

CRD 19935 · SEC 801-31247

AUM

$84M

Regulatory assets under management

Employees

248 client accounts

Services offered by CAPITAL MANAGEMENT CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL MANAGEMENT CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Marc Michael Davis offer?

Marc Michael Davis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEERFIELD, Illinois for a consultation.

What are Marc Michael Davis's credentials?

Marc Michael Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Michael Davis located?

Marc Michael Davis is based in DEERFIELD, Illinois, working with CAPITAL MANAGEMENT CONSULTANTS, INC.. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.

How does Marc Michael Davis charge for services?

Marc Michael Davis'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 CAPITAL MANAGEMENT CONSULTANTS, INC.?

CAPITAL MANAGEMENT CONSULTANTS, INC. has approximately 6 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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