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DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575 · SEC 801-113620
3102 WEST END AVE, SUITE 400, NASHVILLE, TN, 37203, United States
Phone
615-324-7825
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.9M
Discretionary AUM
$144.9M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $45.9M |
| High net worth individuals | 46 | $99.0M |
States served
AL, KY, MS, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD