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ED

Eric N. Davis

REVALUE LLC
HOWELL, MI 48843
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CRD#: 5677052
ED

Professional summary


Eric Nathan Davis is a registered financial advisor currently at REVALUE LLC located in Howell, Michigan.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Eric has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
(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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Nathan Davis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

November 14, 2013 - Present

REVALUE LLC

Office #1: 4337 E. Grand River Ave #299, Howell, MI 48843
RIA
CRD#: 165499
HOWELL, MI

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

CRD#: 165499 / SEC#: 801-132390

RIA
Registered Investment Advisory firm - (4/15/2025 Approved)
California
Registered Investment Advisory firm - (5/31/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/5/2025 Terminated)
Massachusetts
Registered Investment Advisory firm - (5/1/2025 Terminated)
Michigan
Registered Investment Advisory firm - (5/8/2025 Terminated)
Missouri
Registered Investment Advisory firm - (5/1/2025 Terminated)
New York
Registered Investment Advisory firm - (5/1/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - (5/5/2025 Terminated)
Texas
Registered Investment Advisory firm - (5/1/2025 Terminated)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(11/14/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/5/2013
Uniform Investment Adviser Law Examination

Current Firm


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

CRD#: 165499 / SEC#: 801-132390

RIA
Registered Investment Advisory firm - (4/15/2025 Approved)
California
Registered Investment Advisory firm - (5/31/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/5/2025 Terminated)
Massachusetts
Registered Investment Advisory firm - (5/1/2025 Terminated)
Michigan
Registered Investment Advisory firm - (5/8/2025 Terminated)
Missouri
Registered Investment Advisory firm - (5/1/2025 Terminated)
New York
Registered Investment Advisory firm - (5/1/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - (5/5/2025 Terminated)
Texas
Registered Investment Advisory firm - (5/1/2025 Terminated)
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Contact information


Main Address
4337 E. Grand River Ave #299, Howell, MI 48843
Mailing Address
Phone number
(888) 642-2728
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANGELA BARBASH PART 2B SUPPLEMENT (3/12/2025)

Regulatory assets under management


Total Number of Accounts400
AUM (Assets Under Management)$ 103,938,905

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.

Company Information


REVALUE LLC

CRD#: 165499Howell, MI 48843

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