Carroll Davenport
TCM · Atlanta, Georgia
Carroll Davenport is a fee-only financial advisor at TCM in Atlanta, Georgia. TCM reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TCM |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $164.5M across 495 accounts |
| SEC registration | Investment adviser representative in GA, TN · CRD 863746 |
| Exams passed | Series 63 (1984) · Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.trinitycapitalmanagement.net |
How Carroll's firm compares
- TCM's average account is about $332,000, from its Form ADV (assets managed divided by 495 accounts).
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Questions about Carroll
Is Carroll Davenport a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carroll holds no broker registration, and TCM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carroll charge for financial advice?
Carroll's firm, TCM, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carroll Davenport based?
Carroll Davenport is based in Atlanta, Georgia.
Is Carroll Davenport registered with the SEC?
Yes. Carroll Davenport is registered as an investment adviser representative in GA and TN (CRD 863746), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TCM manage?
TCM reports $164.5M across 495 accounts in assets under management.
How do I contact Carroll Davenport?
Through Carroll's website, www.trinitycapitalmanagement.net.
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
- 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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