Davis Investment Partners, LLC

RIASEC RegisteredEst. 2022
Total AUM
$390M
Discretionary
$381M
98% of AUM
Avg account
$863K
Accounts
452
Employees
3
Advisory reps
2

Firm details

Headquarters
Charlotte, North Carolina
CRD number
318783
Registered since
February 28, 2022
Website
www.davisinvestmentpartners.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI91.64%
  • Individuals8.36%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Davis Investment Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm focuses on financial planning and portfolio management for individuals, families and small business clients. Its typical fee model combines a percentage-of-AUM charge with fixed fees for advisory work. Davis Investment Partners does not identify as an active ESG investor and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 78%, State & Local Bonds 8%, Cash & Cash Equivalents 6%, US Government Bonds 4%, Public Funds/Mutual Funds 2%, Investment Grade Corp Bonds 1%, Other 1%78%
  • Exchange Traded Equities78%
  • State & Local Bonds8%
  • Cash & Cash Equivalents6%
  • US Government Bonds4%
  • Public Funds/Mutual Funds2%

Owners & executives

1 of 1
  • Victor Davis

    Victor Davis

    Partner & Chief Compliance OfficerCRD 6854537

Contacts

1 of 1
  • Olivia Green

    Olivia Green

    Investment Adviser RepresentativeCRD 7642891

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$228M in ETFs

Passive

93%

$213M

Active

2%

$15.1M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT)InvescoPassiveTechnology$56.7M1,253,78324.88%
Unlock additional holdings →

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
4521 Sharon Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth