Danielle V. Davis
Investment adviser representative at On Investment Management Co
13 yearsExperience
1 stateRegistered in
$3.2BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- On Investment Management CoMar 2025 to now
- Augustar Distributors, IncMar 2025 to now
- Augustar FinancialFeb 2025 to now
- UnemployedMay 2024 to Jan 2025
- Fidelity and GuarantyJan 2020 to Apr 2024
- American General Life InsuranceSep 2018 to Jan 2020
- AIG Capital Services, Inc.Jul 2013 to Jan 2020
- American GeneralJul 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4258282
- Firm CRD
- 105662