# DAVIDSON ADVISORY GROUP, LLC

DAVIDSON ADVISORY GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 333090
- Type: SEC-registered investment adviser
- SEC file number: 801-131303
- Location: 2901 COLTSGATE RD, SUITE 102, CHARLOTTE, NC, 28211
- Phone: 877-801-2322
- Latest filing: 2026-07-17
- Regulatory AUM: $223.5M
- Discretionary AUM: $223.5M
- Clients: 4
- Accounts: 538

## Business model

- Compensation: % of AUM, Fixed, Commissions, Other
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| David Frank Rotatori | MANAGING PARTNER | — |
| Christopher William Zaccarelli | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| ZACCARELLI CHRISTOPHER WILLIAM | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| ROTATORI DAVID FRANK | MANAGING PARTNER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CORNELIUS | NC | 1 | 704-750-0224 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333090/similar
- Related entities: https://search.stillhousedata.com/firm/333090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333090

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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.