Carroll Davenport
Advisor at TCM
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Carroll Davenport is a financial advisor at Trinity Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trinity Capital Management since 2016, as well as at Raymond James Financial Services Advisors Inc. since 2016. Trinity Capital Management provides discretionary portfolio management and standalone financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm employs a broad investment menu and uses sub-advisers and model portfolios to scale coverage, supporting a notably high client load per advisor.
Client services
Based on TCM
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Ai assisted models platform
Expertise
Based on TCM
Private / alternative investments
Real estate investing
Options & derivatives strategies
Fee options
Fixed fee financial planning options: $2,000 for 5 hours, $3,500 for 10 hours.
$250,000 - $500,000: 2.00% $500,001 - $750,000: 1.75% $750,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.15% Over $5,000,000+: 0.75%
Affiliated persons receive commissions for securities and insurance products separate and in addition to advisory fees.
$500 per hour for financial planning (minimum two hours).
Account minimum: $250,000 Fee-only: Financial planning fees: $500/hour (minimum two hours), $2,000 for a 5 hour session, $3,500 for a 10 hour block. Fees are negotiable.
Location
Atlanta, GA
Most active in
Carroll D has reported serving >5 clients in these states in the last 12 months.
Georgia · Tennessee
Work history
Trinity Capital Management, LLC
2017 - Present (9 years)
Raymond James Financial Services Advisors INC.
2016 - Present (10 years)
Trinity Capital Management, LLC
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Charles S
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Gregory S
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Adam D
Series 65
Atlanta, GA
Adam Capital
Jason A
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Chloe M
CFP®, Series 63
Atlanta, GA
Financial Staples
David L
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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