Timothy Davis
Kleinfelder Capital · Cincinnati, Ohio
Timothy Davis is a fee-only financial advisor at Kleinfelder Capital in Cincinnati, Ohio. Kleinfelder Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Kleinfelder Capital |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $376.6M across 1,076 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5974178 |
| Exams passed | Series 65 (2020) · Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | kleinfeldercapital.com |
How Timothy's firm compares
- Kleinfelder Capital's average account is about $350,000, from its Form ADV (assets managed divided by 1,076 accounts).
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Questions about Timothy
Is Timothy Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Kleinfelder Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Kleinfelder Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Davis based?
Timothy Davis is based in Cincinnati, Ohio.
Is Timothy Davis registered with the SEC?
Yes. Timothy Davis is registered as an investment adviser representative in OH (CRD 5974178), 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 Kleinfelder Capital manage?
Kleinfelder Capital reports $376.6M across 1,076 accounts in assets under management.
How do I contact Timothy Davis?
Through Timothy's website, kleinfeldercapital.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
- Kleinfelder Capital 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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