Carlton William Davis
Investment Adviser Representative at ASB Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carlton William Davis is an investment adviser representative in Bethesda, MD, currently registered with Chevy Chase Trust Company and ASB Capital Management LLC. They have worked in the securities industry since 2015. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Liberty Mutual InvestmentsApr 2016 – Sep 2018Boston, MA
- Chevy Chase TrustSep 2018 – Apr 2022Besthesda, MD
- Chevy Chase Trust CompanyApr 2022 – no end date reportedBethesda, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ASB Capital Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Estimated blended rate
- 0.01
- Balanced and Equity - up to $10M1.00%
- Fixed Income - up to $10M0.75%
- ASB Allegiance Real Estate Fund - first $15M1.00%
- ASB Allegiance Real Estate Fund - next $60M0.90%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
ASB Investment Management provides high-quality institutional equity and fixed income management with $30.4 billion in assets under management. ASB Real Estate Investments invests in major markets across the U.S., concentrating in industrial, multifamily, office, retail, and self-storage properties, with $6.0 billion of gross assets under management.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Bethesda, MD
- SEC file number:
- 801-57896
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 29, 2026
View full firm profileOther advisors at ASB Capital Management LLC
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carlton William Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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