O'BANNON & DAVIS INC.

Overview

O'Bannon & Davis Inc. is a small, independent registered investment adviser operating as a corporation with an individual owner structure. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services, and it acts as a capital allocator — deploying client capital to third‑party managers where appropriate. Its advisory scope includes selection of other advisers and pension consulting services, and it charges fees on a mix of percentage of AUM, hourly and fixed-fee arrangements. The firm is not positioned as an ESG investor and is not registered as a multi‑state adviser. Investment activity centers on equity‑oriented portfolios delivered primarily on a discretionary basis. Filings show a clear preference for exchange‑traded equities as the dominant asset type, while the firm also supplements equity exposure with allocations to hedge funds and real estate through external managers. The combination of fee flexibility and third‑party allocations suggests O'Bannon & Davis builds tailored portfolios for individual and institutional clients rather than offering a one‑size‑fits‑all model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices