J. P. DAVIS, INC.

J. P. DAVIS, INC. of ORO VALLEY, AZ is an SEC-registered investment adviser (CRD 289548). Regulatory assets under management: $242.0M.

Registration

• CRD: 289548
• SEC file number: 801-116690
• Type: Registered investment adviser
• Location: 12115 NORTH ORACLE ROAD, SUITE 151, ORO VALLEY, AZ, 85737
• Phone: (520) 818-7822
• Latest filing: 2026-02-13
• Regulatory AUM: $242.0M
• Discretionary AUM: $241.4M
• Non-discretionary AUM: $576K
• Clients: 5
• Accounts: 418

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289548 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search