Davis Investment Partners, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 318783
- Registered since
- February 28, 2022
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.64%
- Individuals8.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Davis Investment Partners, LLC is an independent, privately held registered investment adviser that began SEC registration in 2022. The firm serves individual and family clients, as well as small-business accounts, offering financial planning and discretionary portfolio management alongside fixed-fee engagements. Its compensation model combines a percentage-of-assets-under-management component with fixed fees for certain services. According to filings the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not provide pension consulting or related-adviser services.
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
- Exchange Traded Equities78%
- State & Local Bonds8%
- Cash & Cash Equivalents6%
- US Government Bonds4%
- Public Funds/Mutual Funds2%
Owners & executives
1 of 1
Victor Davis
Partner & Chief Compliance OfficerCRD 6854537
Contacts
1 of 1
Olivia Green
Investment Adviser RepresentativeCRD 7642891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$270M in ETFs
94%
$253M
1%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT) | Invesco | Passive | Technology | $80.7M | 1,251,606 | 29.91% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 4521 Sharon Rd
- Time zone
- ET (UTC-5)
- Office locations
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