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| Davis Financial Management Inc
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|
|---|---|
| CRD # | 143410 |
| SEC # | 801-129578 |
| CIK # | |
| AUM | $109.8 MM (2024-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 913-890-7279 |
| Address | 4901 W 136th Street Leawood, KS 66224 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 3.3 |
| (b) Individuals (high net worth individuals) | 41 | 64.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 41.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 200 | 109.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 200 | 109.8 |
| Total | 200 | 109.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.8 | |
| Total | 200 | 109.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Johnson Dunn Capital Advisors Inc
✚
|
FL | 0.1 |
|
Fogarty Wealth Management Inc
✚
|
TX | 0.1 |
|
RIA Wealth Advisors LLC
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|
TX | 0.1 |
|
Intentional Retirement LLC
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NE | 0.1 |
|
Connective Portfolio Management LLC
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|
NY | 0.1 |
|
Maiden Cove Capital LLC
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|
ME | 0.1 |
|
LD Lowe Wealth Advisory Inc
✚
|
TX | 0.1 |
|
PMG Family Office LLC
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|
TX | 0.1 |
|
Kurtin Financial Advisers LLC
✚
|
TX | 0.1 |
|
Boyd Financial Strategies Inc
✚
|
MA | 0.1 |