# DAVIS FINANCIAL SERVICES, LLC

DAVIS FINANCIAL SERVICES, LLC of ORLEANS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 138707
- Type: SEC-registered investment adviser
- SEC file number: 801-67997
- Location: 29 WEST ROAD, ORLEANS, MA, 02653-0388
- Phone: 508-255-9800
- Latest filing: 2012-04-23
- Regulatory AUM: $44.7M
- Discretionary AUM: $44.7M
- Clients: 1
- Accounts: 103

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| DAVIS DEBORAH ELRIE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138707/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138707/similar
- Related entities: https://search.stillhousedata.com/firm/138707/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138707

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.