Gregory W Davis

Employer firm

Clearwater Capital Partners CRD 139886

$1.68B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 12/2019
  Clearwater Capital Partners
  Hoffman Estates, IL
• 12/2019 → 12/2025
  Clearwater Capital Partners
  Hoffman Estates, IL
• 12/2025 → Present
  Clearwater Capital Partners
  Hoffman Estates, IL

Other Businesses

MOABO STABLES, LLC, NON-INVESTMENT RELATED, 316 SOUTH HARRISON CT, PALATINE, IL 60067. MEMBER, BEGINNING 08/2001 THROUGH PRESENT, LLC OWNS RACING THOROUGHBRED HORSES. 1 HOUR PER MONTH DEVOTED TO THE BUSINESS, NONE DURING TRADING HOURS. GREG IS A PASSIVE INVESTOR IN THE LLC. BSC INSURANCE SERVICES, LLC, NON-INVESTMENT RELATED, 1752 CAPITAL STREET, STE 400, ELGIN, IL 60124. LIFE INSURANCE POLICY AND NON-VARIABLE ANNUITY SALES, POSITION IS AGENT. START DATE IS 8/31/2015. 2 HOURS PER MONTH DEVOTED, 2 HOURS DURING TRADING HOURS. GREG WILL EVALUATE INSURANCE NEED AND PLACE POLICIES WHEN NEEDED FOR CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-08

Designations

• Certified Financial Planner