Matthew William Davis
Investment adviser representative at Davis Financial Management, Inc.
19 yearsExperience
3 statesRegistered in
PFS, CFP® certificationDesignations
$144.6MFirm assets
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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
19 years in the industry.
- Davis Financial Management, Inc.Feb 2007 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (HI, KS, TX).
Davis Financial Management, Inc.
$144.6MAssets managed
78Clients
1Advisers
2 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
- 4638226
- Firm CRD
- 143410