# DAVIS FINANCIAL PLANNING, LLC

DAVIS FINANCIAL PLANNING, LLC of ASHEVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 154186
- Type: SEC-registered investment adviser
- SEC file number: 801-123715
- Location: 111 CENTRAL AVENUE, ASHEVILLE, NC, 28801
- Phone: 828-398-5050
- Latest filing: 2023-03-07
- Regulatory AUM: $101.4M
- Non-discretionary AUM: $101.4M
- Clients: 6
- Accounts: 665

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| GORDON INA M | CHIEF EXECUTIVE OFFICER; OWNER | — |
| BROWN BRADLEY ALLAN | OWNER | — |
| DAVIS ALBERT SULLIVAN | OWNER / CHIEF COMPLIANCE OFFICER | — |
| MCFARLAND ANNE LOUISE | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154186/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154186/similar
- Related entities: https://search.stillhousedata.com/firm/154186/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154186

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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.