DAVIS INVESTMENT PARTNERS, LLC

DAVIS INVESTMENT PARTNERS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 318783). Regulatory assets under management: $390.0M.

Registration

• CRD: 318783
• SEC file number: 801-123320
• Type: Registered investment adviser
• Location: 4521 SHARON ROAD, SUITE 375, CHARLOTTE, NC, 28211
• Phone: (704) 741-4200
• Latest filing: 2026-01-22
• Regulatory AUM: $390.0M
• Discretionary AUM: $380.9M
• Non-discretionary AUM: $9.1M
• Clients: 3
• Accounts: 452

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318783 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search