David Voss
D C Voss & Company · Hilton Head Islland, South Carolina
David Voss is a fee-only financial advisor at D C Voss & Company in Hilton Head Islland, South Carolina. D C Voss & Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | D C Voss & Company |
|---|---|
| Based in | Hilton Head Islland, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $232.9M across 243 accounts |
| SEC registration | Investment adviser representative in FL, OH, TX · CRD 1602084 |
| Exams passed | Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How David's firm compares
- D C Voss & Company's average account is about $959,000, from its Form ADV (assets managed divided by 243 accounts).
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Questions about David
Is David Voss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and D C Voss & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, D C Voss & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Voss based?
David Voss is based in Hilton Head Islland, South Carolina.
Is David Voss registered with the SEC?
Yes. David Voss is registered as an investment adviser representative in FL, OH and TX (CRD 1602084), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does D C Voss & Company manage?
D C Voss & Company reports $232.9M across 243 accounts in assets under management.
How do I contact David Voss?
Contact details aren't on file yet. Search for D C Voss & Company.
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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