Carlton Davis
Realm Investment Consulting · Cary, North Carolina
Carlton Davis is a fee-only financial advisor at Realm Investment Consulting in Cary, North Carolina, who holds the CFP and CFA credentials. Carlton charges a percentage of assets (0.5% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and small business owners.
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Specialties
Facts
| Firm | Realm Investment Consulting |
|---|---|
| Based in | Cary, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5% a year on the first tier of assets managed |
| Assets under management | $88.9M across 90 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC · CRD 3124138 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.realminvestor.com |
How Carlton's firm compares
- Realm Investment Consulting's average account is about $988,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Carlton
Is Carlton Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlton holds no broker registration, and Realm Investment Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlton charge for financial advice?
Carlton charges a percentage of assets.
How much does Carlton charge?
According to Realm Investment Consulting's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed.
Where is Carlton Davis based?
Carlton Davis is based in Cary, North Carolina.
What does Carlton specialize in?
Carlton's specialties include tax planning, retirement planning and small business owners.
What credentials does Carlton Davis hold?
Carlton Davis holds the CFP and CFA credentials.
Is Carlton Davis registered with the SEC?
Yes. Carlton Davis is registered as an investment adviser representative in NC (CRD 3124138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Realm Investment Consulting manage?
Realm Investment Consulting reports $88.9M across 90 accounts in assets under management.
How do I contact Carlton Davis?
Through Carlton's website, www.realminvestor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Realm Investment Consulting website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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