DAVIS FINANCIAL MANAGEMENT, INC.

DAVIS FINANCIAL MANAGEMENT, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 143410). Regulatory assets under management: $144.6M.

Registration

• CRD: 143410
• SEC file number: 801-129578
• Type: Registered investment adviser
• Location: 7381 W. 133RD STREET, SUITE 226, OVERLAND PARK, KS, 66213
• Phone: (913) 890-7279
• Latest filing: 2026-03-26
• Regulatory AUM: $144.6M
• Non-discretionary AUM: $144.6M
• Clients: 1
• Accounts: 234

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143410 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search