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Scott Thomas Davison

Wealthcare Capital Management LLC

Richmond, VA

Grand Rapids, MI

CRD 5744747

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Employer firm

Wealthcare Capital Management LLC CRD 111119

$3.93B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Wealthcare Capital Management Llc

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-13
MI RA APPROVED 2014-04-09
  • TX RA
    APPROVED
    Since 2018-01-13
  • MI RA
    APPROVED
    Since 2014-04-09

Branch Locations

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

625 Kenmoor Avenue Se Suite 301, Grand Rapids, MI 49546 • 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
Wealthcare Capital Management Llc Richmond VA 04/2014 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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