Davis Investment Group, Ltd.

RIASEC Registered
Total AUM
$34.6M
Discretionary
$18.7M
54% of AUM
Avg account
$1.4M
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
124688
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI99.05%
  • Individuals0.95%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Davis Investment Group, Ltd. is a small, fee-based adviser that focuses on portfolio management for individuals and small businesses and on selecting third-party managers. The firm shows a clear equity bias, with its largest exposure held in non-exchange traded equities. Its business model centers on managing concentrated, high-net-worth relationships rather than mass-market retail service: the client base is small, accounts are large, and advisory work includes delegating to or vetting outside managers when appropriate. The firm charges a percentage-of-AUM fee and does not list active ESG investing as part of its approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 43%, Cash & Cash Equivalents 42%, Exchange Traded Equities 10%, State & Local Bonds 5%43%
  • Non-Exchange Traded Equities43%
  • Cash & Cash Equivalents42%
  • Exchange Traded Equities10%
  • State & Local Bonds5%

Contacts

1 of 1
  • Lauren Davis

    Lauren Davis

    PresidentCRD 2190725

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth