SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Davis Investment Partners, LLC
Charlotte, NC
CRD 318783
Firm filing updated January 22, 2026 ·
- $390MAssets
- 174Clients
- 2Advisory staff
- 452Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals90
- High net worth individuals84
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 90 | $32.6 million |
| High net worth individuals | 84 | $357.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$390.0 million
- Accounts452
- Discretionary$380.9 million · 448 accounts
- Non-discretionary$9.1 million · 4 accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 318783, SEC file 801-123320.
- Registered with the SEC as an investment advisor (status date on record: February 28, 2022).
Is Davis Investment Partners, LLC a fiduciary?
Short answer: Davis Investment Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.