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| Happy Holidays!! thanks for using AUM13F!! |
| Davidson Advisory Group LLC
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| CRD # | 333090 |
| SEC # | 801-131303 |
| CIK # | |
| AUM | $151.7 M (2025-07-15) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 877-801-2322 |
| Address | 2901 Coltsgate Rd Charlotte, NC 28211 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 44.0 |
| (b) Individuals (high net worth individuals) | 36 | 107.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 151.7 |
| By Discretionary | ||
| Discretionary | 405 | 151.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 405 | 151.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.7 | |
| Total | 405 | 151.7 |
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|---|---|---|
|
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✚
|
KS | 0.2 |
|
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0.2 | |
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0.2 | |
|
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|
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|
Ivy League Financial Advisors LLC
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|
MD | 0.2 |
|
O'Dell Capital Management
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|
OH | 0.2 |
|
Crossover Capital Brands LLC
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