Advisor at Bright Investments, LLC
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Theodore Davis is a financial advisor at Lyons View Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Regions Financial Corporation for 11 years. Davis is also a partner and portfolio manager at Lyons View Capital, where he is involved in sales, marketing, operations, and portfolio management. Lyons View Capital is an SEC-registered investment manager serving primarily institutional and pooled clients. The firm employs a bottom-up, fundamental, value-oriented investment approach focused on mid- to large-cap “quality” companies, typically holding concentrated portfolios across select sectors with a multi-year time horizon.
$0 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001 - $50,000,000: 0.95% $50,000,001+: 0.75%
Account minimum: $5,000,000 (subject to negotiation)
Memphis, TN
Alabama · Tennessee
Lyons View Capital, LLC
2022 - Present (4 years)
Bright Investments. LLC
2020 - Present (6 years)
Not Employed
2019 - 2019 (1 year)
Regions Financial Corporation
2008 - 2019 (11 years)
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