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Eric Nathan Davis

CRD# 5677052·Registered 2013 - 2025
Previously Registered: Being a previously registered professional could mean that Eric 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.

Professional Summary

Eric Nathan Davis was a registered financial advisor. Eric was a previously registered financial professional and started their career in finance 2013 - 2025. Eric had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

13 years in the financial services industry

Current & Past Employments

Past

REVALUE LLCPast·CRD# 165499
RIA
Howell, MI
November 14, 2013 - December 31, 2025

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Current Firm

RL
REVALUE LLC

RECONSIDER | REVALUE, INC. | REVALUE MICHIGAN LLC | REVALUE LLC

CRD#: 165499 / SEC#: 801-132390
RIA
Registered Investment Advisory firm - SEC (4/15/2025 Approved)
California
Registered Investment Advisory firm - California (5/31/2025 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (6/5/2025 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (5/1/2025 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (5/8/2025 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (5/1/2025 Terminated)
New York
Registered Investment Advisory firm - New York (5/1/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (5/5/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/1/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2 Fulton St W, Grand Rapids, MI 49503

Phone Number

(888) 642-2728

# of Employees

8

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANGELA BARBASH PART 2B SUPPLEMENT (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

501

AUM (Assets Under Management)

$128,524,901

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

(1) Since 01/2023, serves as Governance Lead and Analyst at Automation Alley, an economic development organization based in Troy, MI. This role is non-investment related and requires approximately 25% of monthly time, focused on reviewing and maintaining the organization's corporate governance activities.
(2) Since 08/2023, serves as Chief Operating Officer at Project Diamond, an economic development organization based in Troy, MI. This role is non-investment related and requires approximately 75% of monthly time, overseeing the operations and finances of the organization's activities.

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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".
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REVALUE LLC

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CRD#: 165499 / SEC#: 801-132390
RIA
Registered Investment Advisory firm - SEC (4/15/2025 Approved)
California
Registered Investment Advisory firm - California (5/31/2025 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (6/5/2025 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (5/1/2025 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (5/8/2025 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (5/1/2025 Terminated)
New York
Registered Investment Advisory firm - New York (5/1/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (5/5/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/1/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2013About the Series 65 exam

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CRS (Client Relationship Summary)

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

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