MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES

Overview

Mcdavid & Company Wealth Management Services is an independent, corporation-format registered investment adviser that primarily serves individual and family clients, small businesses and some institutional accounts. The firm acts as a capital allocator, running discretionary portfolios and also providing financial planning and advisory services. Its advisory offering includes portfolio management for individuals and small businesses, selection of third‑party advisers, publication of client-facing material, and educational seminars or workshops. The firm lists accounting among its business activities and charges clients using a combination of percentage-of-AUM fees and fixed fees. Mcdavid & Company reports a clear preference for equity exposure, with exchange-traded equities representing the single largest asset slice of its managed assets. The firm is not designated as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Location & Offices