Five Star award winner Ethel J Davis

PROFESSIONAL PROFILE

Contact Me

Ethel J Davis

CEO | Chief Investment Officer

VZD Capital Management, LLC

8953 Mill Creek Road

Lenexa, KS 66219

Office: 816-726-7066

Cell: 816-726-7066

ethel@vzdcap.com
www.vzdcap.com

Professional Approach

Meet Ethel Davis - CEO & Portfolio Manager

Ethel J. Davis is the CEO and Portfolio Manager of VZD Capital Management, LLC She is the first African-American female to own 100% of a Registered Investment Advisory firm in the Midwest and one of few within the U.S. She brings 25 years of investment experience from respected firms — American Century, Fidelity Investments, Charles Schwab & Co, Inc., and Paragon Capital Management Inc. Being a fee-based investment advisor, Ethel’s compensation is tied solely to her ability to grow her client’s assets under management.

Titles are one thing; heart, passion and dedication quite another. Talk with Ethel and it quickly becomes crystal clear that while her business is money, her passion passes numbers and goes right to the heart of who she is as a professional, mentor, woman and daughter. Ethel is a financial maven by leveraging her investment experience to understand each client’s goals, objectives, time horizon and emotional state of mind. She makes it her mission to extract their stories, filter the information and then build a customized solution that fuels their dreams, honor their heritage and exceed their financial expectations.

A Five-Star Wealth Manager

Recognized by the Kansas City Business magazine as a Five Star Wealth Manager, Ethel is firmly ensconced in the top 2% of money managers in the Greater Kansas City community. Putting her own spin on an industry that is traditionally laced with conflicts of interest, Ethel rejects the “cookie cutter” and “predetermined models” or selling commission based products. She builds a strong relationship with each client and is able to advise and build portfolios that truly suit each client instead of opting for products that promise bigger paychecks.

Growing up in a family rich in love but with moderate income, Ethel learned that money isn’t always easy to talk about. Instead of shying away from the subject she embraced it. She studied to cure her own lack of knowledge and in doing so realized that what she really loves is the people and stories behind the numbers. She treats clients the same way she treats her family and friends; they are unique, each deserving, each worthy of her time, attention, expertise and honesty. She believes in everyone, no matter the circumstances, and understands that everyone deserves the chance to create a legacy that honors their beliefs.

Helping You Reach Your Goals
She doesn’t believe in the “one-size-it-all” approach or that wealth is simply defined by numbers. The numbers are derived from their standards of living, dreams, aspirations and even fears. No one legacy fits all. She knows this because she’s living it. She is building her own legacy as her parents’ daughter; a daughter chosen through adoption and nurtured by her tirelessly hard working parents — Virgil and Zether Davis (aka VZD). They instilled a reverence for money and a moral compass that has blossomed into a fierce advocacy for those who haven’t yet claimed their voice. Ethel isn’t a nine to five money manager; she’s a lifelong financial advocate, a champion for equality, and an investment physician who stands ready to serve.

When Ethel talks with someone she touches, she maintains eye contact, she ignores her telephone and anything else milling about her. She focuses, just like her parents focused on her, and draws out the stories and/or history that matters the most. Her most important prize is the combination of putting her heart, hard work and passion in exceeding the client’s expectations. Ethel understands the impact of the recession, greed and dishonesty that has soured most investor’s interest in the stock market. She enjoys educating consumers on how to identify the various elements of Ponzi schemes and how to research an advisors track record. Her trademark is her straightforward style of communication and her compassionate demeanor in addressing her clients and prospects alike.

Ethel would welcome the opportunity to hear your story and explore a potential relationship with VZD Capital Management, LLC.

To learn more about VZD and Ethel, please view her SEC filings online.

See Accomplishments

This award was issued on 01/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2000 Kansas City-area wealth managers were considered for the award; 121 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,897, 136, 7%, 1/1/24, 4/10/23 - 10/31/23; 2023: 1,843, 138, 7%, 1/1/23, 4/18/22 - 10/21/22; 2022: 1,670, 128, 8%, 1/1/22, 4/20/21 - 10/15/21; 2021: 1,678, 118, 7%, 1/1/21, 4/20/20 - 10/23/20; 2020: 1,579, 115, 7%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1,574, 134, 9%, 1/1/19, 5/11/18 - 11/27/18; 2018: 1,387, 119, 9%, 1/1/18, 5/17/17 - 11/30/17; 2017: 952, 212, 22%, 12/1/16, 3/26/16 - 11/28/16; 2016: 880, 216, 25%, 11/1/15, 5/20/15 - 10/15/15; 2015: 1,572, 201, 13%, 12/1/14, 5/20/14 - 10/15/14; 2014: 785, 176, 22%, 12/1/13, 5/20/13 - 10/15/13; 2013: 766, 203, 27%, 12/1/12, 5/20/12 - 10/15/12; 2012: 676, 200, 30%, 11/1/11, 5/20/11 - 10/15/11.

Click to access BrokerCheck

VZD Capital Management, LLC("Advisor") is a registered investment adviser located in Overland Park, Kansas. Ethel J. Davis, Advisor is in compliance with the current filing requirements imposed upon registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Advisor's web site is limited to the dissemination of general infrormation pertaining to its advisory services, together with access to additional investment-related information, publication and links. Accordingly, the publication of Advisor's web site on the internet should not be construed by any consumer and/or prospective client as Advisor's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. A copy of Advisor's current written disclosure statement discussing Advisor's business operations, services, and fees is available from Advisor upon written request.

Past performance may not bei

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.