Davis Investment Partners, LLC
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Overview
Davis Investment Partners, LLC operates as an advisory firm headquartered in Marshfield, North Carolina. It administers $336.2 million in assets throughout 505 accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small group, including 3 financial advisors. Davis Investment Partners, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets such as bonds, options and stocks.
Davis Investment Partners, LLC administers most of its accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions for the client's account without requiring client consent. The company also administers seven non-discretionary accounts with a total of $7.0 million in AUM. The investment advisory firm's typical account size is $665,802. An average financial advisor at Davis Investment Partners, LLC administers about 168 client accounts.
The company's main office is at 4521 Sharon Road, Marshfield, North Carolina 2050. The company is allowed to provide services to clients across 5 states, including Florida, North Carolina, South Carolina, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Davis Investment Partners, LLC by the Numbers
$336.2 million
4
505
$665.8 thousand
Products and Services
Financial services provided by Davis Investment Partners, LLC include financial planning services and portfolio management for individuals and small businesses. Notably, the company did not provide financial planning services to any of its clients in the previous fiscal year. Davis Investment Partners, LLC does sell products or offer services other than investment advice to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually vary depending on which services the firm provides the client. Fee types charged by the company most likely consist of some combination of the following fee structures: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It caters to retail investors and high net worth investors. Out of its 505 clients, Davis Investment Partners, LLC's largest client type by number of accounts is retail investors, though it also caters to 93 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 48.19%
- Other Individuals - 51.81%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Davis Investment Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Davis Investment Partners, LLC
Marshfield, NC
Marshfield, NC
Marshfield, NC
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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