D.A.C. Davis Investment Counsel, Inc.
Firm details
- Headquarters
- Toronto,
- CRD number
- 107015
- Registered since
- January 31, 1991
- Custodians
- NBIN INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.73%
- Individuals42.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
D.A.C. Davis Investment Counsel, Inc. is a small, SEC-registered corporate advisory firm that has been active since 1991. The firm provides fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its client base is focused on individual and family relationships rather than institutional mandates. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser; ownership is listed as a mix of foreign entity and individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto, null
Location
Toronto, null
Headquartered in Toronto, null.
- Address
- 100 23 Bedford Rd
- Office locations
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