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DAVIS INVESTMENT PARTNERS, LLC
CRD 318783 · SEC 801-123320
4521 SHARON ROAD, SUITE 375, CHARLOTTE, NC, 28211, United States
Phone
(704) 741-4200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.0M
Discretionary AUM
$380.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $32.6M |
| High net worth individuals | 84 | $357.4M |
States served
NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD