# DAVIES FINANCIAL ADVISORS, INC.

DAVIES FINANCIAL ADVISORS, INC. of MURRIETA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 139764
- Type: SEC-registered investment adviser
- SEC file number: 801-126564
- Location: 25109 JEFFERSON AVE, MURRIETA, CA, 92562
- Phone: 951-677-3960
- Latest filing: 2026-03-30
- Regulatory AUM: $123.1M
- Discretionary AUM: $123.1M
- Clients: 10
- Accounts: 173

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Andrew James Davies | PRESIDENT AND CCO | — |
| Shaunie Lee Davies | SHAREHOLDER | — |
| DAVIES JEROME JAMES | PRESIDENT AND CCO | — |
| DAVIES SHAUNIE LEE | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139764/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139764/similar
- Related entities: https://search.stillhousedata.com/firm/139764/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139764

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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.