DAVIS FINANCIAL SERVICES

DAVIS FINANCIAL SERVICES of DALLAS, TX is an SEC-registered investment adviser (CRD 316787). Regulatory assets under management: $86.1M.

Registration

• CRD: 316787
• Type: Registered investment adviser
• Location: 9330 LBJ FREEWAY, DALLAS, TX, 75243
• Phone: (972) 233-8300
• Latest filing: 2026-03-12
• Regulatory AUM: $86.1M
• Discretionary AUM: $86.1M
• Clients: 1
• Accounts: 277

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316787 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search