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David Wayne Tice

Moran Tice Capital Management LLC

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About David Wayne Tice

David Wayne Tice is an investment advisor representative and principal with Moran Tice Capital Management LLC, which is located in Highlands, NC. David has been in the industry since January 1995 and is registered in Georgia and Texas. He has a Series 7, 24, 28, and 63 license. David provides portfolio management services for individuals and pooled investment vehicles. David Tice has been the Chief Executive Officer of Tice Capital, LLC since January 2011 and provides consulting services to investment firms/professionals regarding macro themes. He has been with Moran Tice Capital Management LLC since June 2020.

Firm Information

David Tice is currently registered with Moran Tice Capital Management LLC. Moran Tice Capital Management LLC is an investment advisor registered with the SEC. They manage approximately $13.5 million in assets for 44 clients, including high-net-worth individuals and pooled investment vehicles. Their services include portfolio management for individuals and pooled investment vehicles.

$13.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Tice’s Registration & Firm History

NC

06/05/2020 - Present

Moran Tice Capital Management LLC (HIGHLANDS NC)

VI

01/31/1995 - 08/21/2007

BTN RESEARCH, INC. (ST. JOHN VI)

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Licenses & Designations

IA

Issued 05/04/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/1994

Series 24 - General Securities Principal Examination

BC

Issued 12/14/1994

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 11/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Wayne Tice.
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