|
⚲
|
| Davis Davis and Conover Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 286575 |
| SEC # | 801-113620 |
| CIK # | |
| AUM | $169.6 M (2025-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 615-324-7825 |
| Address | 3102 West End Ave Nashville, TN 37203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 37.5 |
| (b) Individuals (high net worth individuals) | 43 | 132.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 556 | 169.6 |
| By Discretionary | ||
| Discretionary | 556 | 169.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 556 | 169.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.6 | |
| Total | 556 | 169.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advice & Planning Services LLC
✚
|
PA | 0.2 |
|
Continental Investors Services Inc
✚
|
WA | 0.2 |
|
RBP Investment Advisors Inc
✚
|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |
|
Inman Financial Services Inc
✚
|
OR | 0.2 |
|
3 Factor Indexing LLC
✚
|
0.2 | |
|
SF Ehrlich Associates Inc
✚
|
NJ | 0.2 |
|
RH Dinel Investment Counsel Inc
✚
|
CA | 0.2 |
|
Sequoia Swiss Financial Advisors AG
✚
|
0.2 | |
|
Secure Planning LLC
✚
|
NH | 0.2 |