Davis Investment Group, Ltd.
Firm details
- Headquarters
- ,
- CRD number
- 124688
- Website
- www.davisinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.05%
- Individuals0.95%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Davis Investment Group, Ltd. is a small, fee-based adviser that focuses on portfolio management for individuals and small businesses and on selecting third-party managers. The firm shows a clear equity bias, with its largest exposure held in non-exchange traded equities. Its business model centers on managing concentrated, high-net-worth relationships rather than mass-market retail service: the client base is small, accounts are large, and advisory work includes delegating to or vetting outside managers when appropriate. The firm charges a percentage-of-AUM fee and does not list active ESG investing as part of its approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities43%
- Cash & Cash Equivalents42%
- Exchange Traded Equities10%
- State & Local Bonds5%
Contacts
1 of 1
Lauren Davis
PresidentCRD 2190725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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