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James O'Neill Davis

Executive ChairmanPublic Trust Advisors, LLCCRD 2660454

About James O'Neill Davis

James O'Neill Davis is listed as Executive Chairman at Public Trust Advisors, LLC in Denver, CO. Form ADV reports a beneficial ownership band of Under 5%. James O'Neill Davis is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Public Trust Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James O'Neill Davis work?

James O'Neill Davis is listed as Executive Chairman at Public Trust Advisors, LLC on SEC Form ADV.

How much of Public Trust Advisors, LLC does James O'Neill Davis own?

Form ADV reports a beneficial ownership band of Under 5%.

Public Trust Advisors, LLC

TitleExecutive Chairman
OwnershipUnder 5%
Control personYes
Since2024
View Public Trust Advisors, LLC →

Prudent Man Advisors, LLC

TitleExecutive Chairman
OwnershipUnder 5%
Control personYes
Since2024
View Prudent Man Advisors, LLC →