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Roger Clayton Davis

WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC·RIDGELAND, Mississippi
Clean recordWOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC
800 WOODLANDS PKY, RIDGELAND, MS 39157CRD# 2320335Firm CRD# 114968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roger Clayton Davis · RIDGELAND, MS
Registration
CRD #2320335 · WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roger Clayton Davis is a registered financial advisor based in RIDGELAND, Mississippi, affiliated with WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, 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
Introduction

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03

Firm Overview

Firm
ELEMENT WEALTH, LLC
ELEMENT WEALTH, LLC
AUM
$550M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ELEMENT WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2320335
Firm CRD# 114968
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Clayton Davis offer?
Roger Clayton Davis specializes in Financial Planning, Investment Management. Contact their office in RIDGELAND, Mississippi for a consultation.
What are Roger Clayton Davis's credentials?
Roger Clayton Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Clayton Davis located?
Roger Clayton Davis is based in RIDGELAND, Mississippi, working with WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.
How does Roger Clayton Davis charge for services?
Roger Clayton Davis's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC?
WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC has approximately 11 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC

Danny Collins Williams
RIDGELAND, MS
Barry Carl Smith
RIDGELAND, MS
Jeremy Martin Nelson
RIDGELAND, MS
William Clark Smith
RIDGELAND, MS

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Research
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