Timothy J Davis
Investment Adviser Representative at Kleinfelder Capital, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy J. Davis is an investment adviser representative with Kleinfelder Capital, Inc. in Cincinnati, OH, where they have been registered since 2025. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Latitude Advisors, LLC and J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
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.
- MASS Mutual LIFE Insurance CompanyJul 2015 – Dec 2017Cincinnati, OH
- MML Investors ServicesAug 2015 – Dec 2017Cincinnati, OH
- Avalon Consulting GroupAug 2017 – no end date reportedHebron, KY
- GWN Securities Inc.Aug 2019 – Nov 2025Palm Beach Gardens, FL
- Latitude Advisors, LLCSep 2019 – Dec 2025Vero Beach, FL
- Kleinfelder Capital, Inc.Nov 2025 – no end date reportedCincinnati, OH
- Villa Madonna AcademyJan 2019 – Jun 2025Villa Hills, KY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kleinfelder Capital, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
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
Investment management, financial planning, and business solutions including executive benefits, employee retirement plans (401(k), profit sharing, defined benefit, IRAs, SEP, SIMPLE IRAs), stock option exercising, deferred compensation plans, restricted stock awards, asset allocation, investment recommendations, and portfolio rebalancing.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-111047
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at Kleinfelder Capital, Inc.
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy J 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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