Joseph Davies
Chapel Bridge Wealth Advisors · San Juan, Puerto Rico
Joseph Davies is a fee-only financial advisor at Chapel Bridge Wealth Advisors in San Juan, Puerto Rico, who holds the CFA credential. Chapel Bridge Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Multi-generational families
- Founders
Facts
| Firm | Chapel Bridge Wealth Advisors |
|---|---|
| Based in | San Juan, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $273.6M across 233 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH, PR · CRD 2510990 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.chapelbridge.com |
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Questions about Joseph
Is Joseph Davies a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Chapel Bridge Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Chapel Bridge Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Davies based?
Joseph Davies is based in San Juan, Puerto Rico.
What credentials does Joseph Davies hold?
Joseph Davies holds the CFA credential.
Is Joseph Davies registered with the SEC?
Yes. Joseph Davies is registered as an investment adviser representative in OH and PR (CRD 2510990), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chapel Bridge Wealth Advisors manage?
Chapel Bridge Wealth Advisors reports $273.6M across 233 accounts in assets under management.
How do I contact Joseph Davies?
Through Joseph's website, www.chapelbridge.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
- Chapel Bridge Wealth Advisors 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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