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Donald David Davis

Prime Meridian Capital Management, LLC

Walnut Creek, CA

CRD 6138476

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Employer firm

Prime Meridian Capital Management, LLC CRD 166003

$177M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

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

Current Employers
Prime Meridian Capital Management, Llc

2121 N. California Blvd. Suite 830, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-11-16
  • CA RA
    APPROVED
    Since 2017-11-16

Branch Locations

2121 N. California Blvd. Suite 830, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prime Meridian Capital Management Walnut Creek CA 04/2012 Present
Novus Investments, Llc Walnut Creek CA 07/2004 07/2020
  • 04/2012 → Present
    Prime Meridian Capital Management
    Walnut Creek, CA
  • 07/2004 → 07/2020
    Novus Investments, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-16
  • S65 Uniform Investment Adviser Law Examination
    2017-11-16
Other Names
  • Donald D. Davis

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

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