William C. Davis

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CRD#: 3105046

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Christopher Davis, who also goes by Chris Davis, W. Chris Davis, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1998. William had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Chris Davis | W. Chris Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 9, 2016 - September 17, 2018

GEOWEALTH MANAGEMENT LLC

RIA

CRD#: 148222

Alexandria, VA

Past

August 12, 2015 - November 29, 2016

ETERNITY INVESTMENT ADVISORS, LLC

RIA

CRD#: 269849

ALEXANDRIA, VA

Past

June 19, 2014 - June 1, 2015

FCI ADVISORS

RIA

CRD#: 106398

KANSAS CITY, MO

Past

July 15, 2013 - April 1, 2014

GLOBALBRIDGE

RIA

CRD#: 111538

MINNEAPOLIS, MN

Past

January 15, 2010 - September 16, 2011

DREXEL HAMILTON, LLC

CRD#: 143570

PHILADELPHIA, PA

Past

June 2, 2005 - August 7, 2006

CHEVY CHASE FINANCIAL SERVICES

RIA

CRD#: 14894

BETHESDA, MD

Past

July 16, 2004 - August 7, 2006

CHEVY CHASE FINANCIAL SERVICES

CRD#: 14894

BETHESDA, MD

Past

November 10, 1998 - May 27, 2004

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GEOWEALTH MANAGEMENT LLC

GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA

Registered Investment Advisory firm - (2/25/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/15/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/1/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/14/2010

General Securities Representative Examination

Current Firm

GEOWEALTH MANAGEMENT LLC

GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA

Registered Investment Advisory firm - (2/25/2010 Approved)

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Contact information

Main Address

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611

Mailing Address

Phone number

(312) 219-9160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GEOWEALTH WRAP FEE PROGRAM BROCHURE (11/7/2025)

ADV PART 2A - FIRM BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts	77,019
AUM (Assets Under Management)	$ 13,610,973,546

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William C. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ETERNITY INVESTMENT ADVISORS, LLC

FCI ADVISORS

GLOBALBRIDGE

DREXEL HAMILTON, LLC

CHEVY CHASE FINANCIAL SERVICES

CHEVY CHASE FINANCIAL SERVICES

SEI INVESTMENTS DISTRIBUTION CO.

Primary Firm SEC Registration

GEOWEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2013

Series 63

Date: 3/1/2010

Series 7

Date: 1/14/2010

Current Firm

GEOWEALTH MANAGEMENT LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GEOWEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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