Michael Davis
Cottage Street Advisors · Marion, Massachusetts
Michael Davis is a fee-only financial advisor at Cottage Street Advisors in Marion, Massachusetts. Cottage Street Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Cottage Street Advisors |
|---|---|
| Based in | Marion, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $333.8M across 405 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 2577860 |
| Exams passed | Series 65 (1994) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | cottagestreetadvisors.com |
How Michael's firm compares
- Cottage Street Advisors's average account is about $824,000, from its Form ADV (assets managed divided by 405 accounts).
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Questions about Michael
Is Michael Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Cottage Street Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Cottage Street Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Michael work with clients virtually?
Yes. Cottage Street Advisors says on its website that it works with clients remotely.
Where is Michael Davis based?
Michael Davis is based in Marion, Massachusetts.
Is Michael Davis registered with the SEC?
Yes. Michael Davis is registered as an investment adviser representative in MA and TX (CRD 2577860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cottage Street Advisors manage?
Cottage Street Advisors reports $333.8M across 405 accounts in assets under management.
How do I contact Michael Davis?
Through Michael's website, cottagestreetadvisors.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
- Cottage Street 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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