Top financial advisors in Davidson, NC
We've curated a list of the best financial advisors in Davidson, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $151,290,168 Number of advisors 7 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Davidson, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Vision Capital & Management
Vision Capital & Management (VCM) is a registered investment adviser based in Davidson, NC, established in 1998. The firm offers discretionary and non-discretionary portfolio management services, customized to clients' risk tolerance and investment objectives. VCM may create personalized portfolios or utilize model portfolios, monitoring and rebalancing them as needed. Clients can grant discretionary authority for account management. Pension consulting services are also provided, offering plan reviews, fund selection advice, and participant education. Financial planning services cover various topics, with fees negotiated based on service complexity. VCM primarily advises on stocks, bonds, mutual funds, ETFs, and digital assets, with a minimum account size of $2,000,000. The firm manages $120,920,911 in client assets and advises $267,000,000 in assets under advisement. Fees for portfolio management are percentage-based, with a tiered fee schedule. VCM uses Charles Schwab & Co., Inc. as the custodian, providing access to a range of investment products and services. The firm does not accept performance-based fees, has no disciplinary history, and does not vote proxies on behalf of clients. Clients receive regular account reviews and statements from the custodian. VCM does not have direct custody of client funds, and fees are paid directly from client accounts with written authorization.
$151,290,168 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PROJECT FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Advisory Consulting
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Davidson, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.