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 that serves individual and family clients. The firm registered with the SEC in 2022 and provides financial planning and portfolio management services for individuals and small businesses. Its fee arrangements combine a percentage-of-AUM model with the option for fixed fees. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant.

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

    Partner & Chief Compliance OfficerCRD 6854537

Contacts

1 of 1

  • 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

Similar firms

EASTOVER CAPITAL MANAGEMENT

RIA

Charlotte, NC

AUM $392MTEAM 4REPS 4

TAGSTONE CAPITAL, INC.

RIA

Charlotte, NC

AUM $369MTEAM 1REPS 1

KANBRICK LLC

RIA

Charlotte, NC

AUM $362MTEAM 8REPS 2

CROWN WEALTH GROUP LLC

RIA

Charlotte, NC

AUM $438MTEAM 10REPS 8

COLLWICK FUNDS GP, LLC

RIA

Charlotte, NC

AUM $440MTEAM 4REPS 3

GARDEN CITY MANAGEMENT, LLC

RIA

Charlotte, NC

AUM $344MTEAM 5REPS 2
More RIAs in Charlotte →All North Carolina RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth