← Back to searchVisit website
DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410 · SEC 801-129578
7381 W. 133RD STREET, SUITE 226, OVERLAND PARK, KS, 66213, United States
Phone
(913) 890-7279
Fax
(913) 890-7280
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.6M |
| High net worth individuals | 51 | $91.5M |
| Pension/profit sharing plans | 22 | $51.6M |
States served
KS, TX, HI
All web addresses on file
Official SEC filing: View on IAPD