DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

Overview

Davis, Davis And Conover Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm combines fee-based advisory services (percentage of AUM, fixed fees and hourly charges) with insurance brokerage capabilities, indicating an integrated approach to wealth planning that blends investment management with insurance solutions. Investment positioning favors equities but shows a meaningful liquidity allocation; the firm runs fully discretionary mandates and appears to lean on third‑party managers for non-traditional exposures rather than building internal alternative product teams. The adviser is not an ESG-focused allocator, is structured as an individually owned LLC and operates within a single-state registration footprint. Its client base is primarily individual and family households, and it uses both separately managed accounts and pooled mutual funds to implement portfolios.

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Location & Offices