← Back to searchVisit website
DAVIS FINANCIAL SERVICES
DAVIS FINANCIAL ADVISORS, LLC
CRD 316787
9330 LBJ FREEWAY, SUITE 1020, DALLAS, TX, 75243, United States
Phone
(972) 233-8300
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$86.1M
Discretionary AUM
$86.1M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $35.5M |
| High net worth individuals | 23 | $45.7M |
| Charitable organizations | 1 | $1.5M |
| Corporations/business entities | 5 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD