O'BANNON & DAVIS INC.

O'BANNON & DAVIS INC. of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 134005). Regulatory assets under management: $77.2M.

Registration

• CRD: 134005
• Type: Registered investment adviser
• Location: 6265 SHERIDAN DRIVE, WILLIAMSVILLE, NY, 14221
• Phone: 716-856-7555
• Latest filing: 2026-03-30
• Regulatory AUM: $77.2M
• Discretionary AUM: $70.0M
• Non-discretionary AUM: $7.2M
• Clients: 5
• Accounts: 473

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134005 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search