DAYS GLOBAL ADVISORS

RIASEC RegisteredEst. 2023
Total AUM
$40M
Discretionary
$40M
100% of AUM
Avg account
$20M
Accounts
2
Employees
1
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
324497
Registered since
January 11, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Other Investment Advisers50.81%
  • Investment Companies49.19%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Days Global Advisors is a small, SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm positions itself as a capital allocator for institutional clients, providing portfolio management for individuals/small businesses and for investment companies, as well as selecting other advisers. Its fee model includes percentage-of-AUM fees and performance-based components, which fits the firm’s willingness to run outcome-driven, fee-aligned mandates. Investment activity is tilted toward liquid equity exposure, delivered primarily through separately managed account structures. At the same time Days Global Advisors acts in sponsor and adviser roles for pooled vehicles and engages third‑party managers for alternative strategies. The firm reports no formal ESG program and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • JOHN MCDEVITT

    Chief Compliance OfficerCRD 5234258

Contacts

1 of 1
  • CHRISTOPHER DAY

    Portfolio ManagerCRD 4672469

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
6363 Woodway Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth