DAVIS INVESTMENT GROUP, LTD.

DAVIS INVESTMENT GROUP, LTD. is an SEC-registered investment adviser (CRD 124688). Regulatory assets under management: $34.6M.

Registration

• CRD: 124688
• Type: Registered investment adviser
• Phone: 248-890-1102
• Latest filing: 2026-03-09
• Regulatory AUM: $34.6M
• Discretionary AUM: $18.7M
• Non-discretionary AUM: $15.9M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124688 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search