Unclaimed Profile

Egbert Lawrence Davis

GRANVILLE CAPITAL, INC.·GREENSBORO, North Carolina

Series 3, Series 65Clean record9 years registeredGRANVILLE CAPITAL, INC.

300 NORTH GREENE STREET, GREENSBORO, NC 27401CRD# 5499378Firm CRD# 126679

Profile Verification

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

Identity

Egbert Lawrence Davis · GREENSBORO, NC

Registration

CRD #5499378 · GRANVILLE CAPITAL, INC. · 9 years registered

Brand Profile

Not yet started

Career History

95 IMPACT PARTNERS, LLC

Dec 2022 – present

95 IMPACT CAPITAL, INC.

Sep 2016 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · September 19, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRANVILLE CAPITAL, INC.

CRD 126679 · SEC 801-62098

AUM

$1.1B

Regulatory assets under management

Employees

62 client accounts

Services offered by GRANVILLE CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GRANVILLE CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Egbert Lawrence Davis offer?

Egbert Lawrence Davis specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Egbert Lawrence Davis's credentials?

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

Where is Egbert Lawrence Davis located?

Egbert Lawrence Davis is based in GREENSBORO, North Carolina, working with GRANVILLE CAPITAL, INC.. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Egbert Lawrence Davis charge for services?

Egbert Lawrence Davis's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRANVILLE CAPITAL, INC.?

GRANVILLE CAPITAL, INC. has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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