Unclaimed Profile

Timothy Swain Davis

GUARDIAN POINT CAPITAL, LLC·CHARLOTTESVILLE, Virginia

Clean recordGUARDIAN POINT CAPITAL, LLC

224 COURT SQUARE, CHARLOTTESVILLE, VA 22902CRD# 3141386Firm CRD# 165053

Profile Verification

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

Identity

Timothy Swain Davis · CHARLOTTESVILLE, VA

Registration

CRD #3141386 · GUARDIAN POINT CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Swain Davis is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with GUARDIAN POINT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GUARDIAN POINT CAPITAL, LP

AUM

$699M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GUARDIAN POINT CAPITAL, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3141386

Firm CRD# 165053

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Swain Davis offer?

Timothy Swain Davis specializes in Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Timothy Swain Davis's credentials?

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

Where is Timothy Swain Davis located?

Timothy Swain Davis is based in CHARLOTTESVILLE, Virginia, working with GUARDIAN POINT CAPITAL, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Timothy Swain Davis charge for services?

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

How large is GUARDIAN POINT CAPITAL, LLC?

GUARDIAN POINT CAPITAL, LLC has approximately 5 employees and manages $699M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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