Overview
Assets Under Management: $359 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 86
Average Client Assets: $4 million
Frequently Asked Questions
DAVIS INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318783), DAVIS INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
DAVIS INVESTMENT PARTNERS, LLC is headquartered in CHARLOTTE, NC.
DAVIS INVESTMENT PARTNERS, LLC serves 86 high-net-worth clients according to their SEC filing dated February 15, 2024. View client details ↓
According to their SEC Form ADV, DAVIS INVESTMENT PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
DAVIS INVESTMENT PARTNERS, LLC manages $359 million in client assets according to their SEC filing dated February 15, 2024.
According to their SEC Form ADV, DAVIS INVESTMENT PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.17
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 473
Discretionary Accounts: 469
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 318783
Last Filing Date: 2024-02-15 00:00:00
Website: https://davisinvestmentpartners.com