MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES

MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES of GAINESVILLE, FL is an SEC-registered investment adviser (CRD 142187). Regulatory assets under management: $28.4M.

Registration

• CRD: 142187
• Type: Registered investment adviser
• Location: 2531 NW 41ST STREET, SUITE E, GAINESVILLE, FL, 32606-7490
• Phone: 352-373-7505
• Latest filing: 2026-03-24
• Regulatory AUM: $28.4M
• Discretionary AUM: $28.4M
• Clients: 1
• Accounts: 77

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142187 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search