|
⚲
|
| J P Davis Inc
✚
|
|
|---|---|
| CRD # | 289548 |
| SEC # | 801-116690 |
| CIK # | |
| AUM | $242.0 M (2026-02-13) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 520-818-7822 |
| Address | 12115 North Oracle Road Oro Valley, AZ 85737 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 36.0 |
| (b) Individuals (high net worth individuals) | 72 | 206.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 418 | 242.0 |
| By Discretionary | ||
| Discretionary | 415 | 241.4 |
| Non-Discretionary | 3 | 0.6 |
| Total | 418 | 242.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.0 | |
| Total | 418 | 242.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Spark Capital Advisors LLC
✚
|
NY | 0.2 |
|
Cladis Investment Advisory LLC
✚
|
MT | 0.2 |
|
Rayburn West Financial Services LLC
✚
|
TN | 0.2 |
|
McBroom & Associates LLC
✚
|
NV | 0.2 |
|
Intelligent Financial Strategies LLC
✚
|
MN | 0.2 |
|
Sanchez & Zures LLC
✚
|
VA | 0.2 |
|
Adolos Asset Management
✚
|
0.2 | |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 0.2 |
|
True Measure Wealth Management
✚
|
NE | 0.2 |
|
Prism Planning Partners LLC
✚
|
IL | 0.2 |