DAVIS PRIVATE WEALTH, LLC

Overview

Davis Private Wealth, LLC is an independent, owner-run registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and operates as a discretionary manager for most client relationships. It does not position itself as a capital allocator or pension consultant, and it is not an active ESG investor. Investment activity shows a clear tilt toward public market vehicles: the largest portion of client assets is allocated to public funds and mutual funds, suggesting a model built around pooled strategies and model portfolios rather than direct-private-asset sourcing. The business serves both individual and institutional clients and appears structured to deliver customized planning alongside managed investment solutions.

Assets & Accounts

Public Holdings

Location & Offices