|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Davis Financial Management Inc
✚
|
|
|---|---|
| CRD # | 143410 |
| SEC # | 801-129578 |
| CIK # | |
| AUM | $125.6 M (2025-02-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 913-890-7279 |
| Address | 7381 W 133rd Street Overland Park, KS 66213 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 4.9 |
| (b) Individuals (high net worth individuals) | 41 | 73.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 47.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 125.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 227 | 125.6 |
| Total | 227 | 125.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.6 | |
| Total | 227 | 125.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Financial Planning Group LLC
✚
|
MI | 0.1 |
|
Heydorn Stone Capital Management LLC
✚
|
NY | 0.1 |
|
Lifestyle Freedom Advisory Group LLC
✚
|
FL | 0.1 |
|
Hidden Hills Wealth LLC
✚
|
0.1 | |
|
Red Reef Advisors LLC
✚
|
FL | 0.1 |
|
Curtis Capital Advisors LLC
✚
|
KS | 0.1 |
|
JDT Inc
✚
|
KY | 0.1 |
|
Woodmont Advisory Group Inc
✚
|
0.1 | |
|
McLaughlin Asset Management Inc
✚
|
0.1 | |
|
Surience Private Wealth LLC
✚
|
WA | 0.1 |