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| Keyboard |
| Davies Financial Advisors Inc
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|---|---|
| CRD # | 139764 |
| SEC # | 801-126564 |
| CIK # | 0002020296 |
| AUM | 123.1 M (2026-03-30) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 951-677-3960 |
| Address | 25109 Jefferson Ave Murrieta, CA 92562 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.7 | ||
| Microsoft Corp | 0.5 | ||
| Apple Inc | 0.4 | ||
| Alphabet Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 25.3 |
| (b) Individuals (high net worth individuals) | 21 | 64.6 |
| (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 | 1.7 |
| (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 | 46 | 31.5 |
| (n) Other | 0 | 0.0 |
| Total | 173 | 123.1 |
| By Discretionary | ||
| Discretionary | 173 | 123.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 173 | 123.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.1 | |
| Total | 173 | 123.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002020296] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Zuckerman Capital Management LLC
✚
|
CA | 123.5 M |
|
Gallagher Wealth Management Inc
✚
|
CA | 123.5 M |
|
Integra Financial Inc
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CO | 123.4 M |
|
Dewitt Investment Research & Management Inc
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|
PA | 123.2 M |
|
Lang & Becker Inc
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|
MO | 123.2 M |
|
Samara Investment Management LLC
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OR | 123.0 M |
|
Enduring Wealth Advisors LLC
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|
CA | 122.8 M |
|
Senior Tax Advisory Group Inc
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CO | 122.8 M |
|
Investment Consultants LLC
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|
122.7 M | |
|
Wassaw Sound Management LLC
✚
|
GA | 122.7 M |