David Davodi
Financial advisor at Capital Analysts, LLC · Phoenix, AZ
Last updated 2026-10-10
Claim your profileDavid Davodi is a financial advisor at Capital Analysts, LLC in Phoenix, AZ, CRD 5838968. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2013-09-25.
Registration
- CRD number
- 5838968
- Registration status
- Active
- IAPD registration
- 2013-09-25
- Industry Experience
- 13 years
- Work Experience
- 12 years
- States registered
- AZ
Licenses and exams
- Series 63
- Series 65
Work history
- 2014-08 to 2017-12 · Jp Morgan Securities LLC · Peoria, AZ
- 2017-12 to 2019-01 · Perspective Financial Services LLC · Phoenix, AZ
- 2019-03 to 2020-03 · The Prudential Insurance Company of America · Phoenix, AZ
- 2019-03 to 2020-03 · Pruco Securities LLC · Phoenix, AZ
- 2020-03 to Present · Lincoln Investment · Fort Washington, PA
- 2020-03 to Present · Capital Analysts · Fort Washington, PA
Current employment
- Capital Analysts · Fort Washington, PA
Capital Analysts, LLC
- Regulatory AUM
- $8,769,033,123
- Registered advisors
- 608
- Offices
- 352
- Clients per advisor
- 26.1 (Low)
- Average AUM per client
- $553.6K (Low)
- High-net-worth client ratio
- 19.2% (Moderate)
Capital Analysts, LLC: advisors, services and reported ETF investments
About
David Davodi is a financial advisor at Capital Analysts, operating as Capital Analysts, LLC in Phoenix, AZ. Reported securities licenses include Series 63 and Series 65. The latest record indicates 13 years of industry experience and 12 years of reported work history. Reported roles include Lincoln Investment, The Prudential Insurance Company of America, Pruco Securities LLC, Perspective Financial Services LLC, among others.
SEC disclosures list additional business and community activities: Cornerstone Financial Services Position: Owner Nature: Marketing Investment Related: Yes Number Of Hours: 20 Securities Trading Hours: 2 Start Date: 03/18/2019 Address: 28213 N 21st Ave.
Capital Analysts, LLC's firm-level Form ADV reports 608 advisors across 352 offices; approximately 26.1 clients per advisor, average assets per client of $553,601, and regulatory AUM of $8.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $3.1M across 756 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Davodi personally.
Reported ETF positions
Capital Analysts reports 756 ETF positions worth $3.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $351.8K |
| IVV — iShares Core S&P 500 ETF | $164.5K |
| FBND — Fidelity Total Bond ETF | $159.5K |
| IEFA — iShares Core MSCI EAFE ETF | $129.8K |
| SPIB — State Street SPDR Portfolio Intermediate Term Corporate Bond ETF | $88.3K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Capital Analysts's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $8.1K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $37.6K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $29.6K | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $16K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Capital Analysts, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Real Estate Broker or Dealer
Location
Phoenix, AZ
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-242-1421
- Website: lincolninvestment.com
Official record
Are you David Davodi?
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