Davidson Advisory Group, LLC
● SEC registered since 2024CRD 333090SEC# 801-131303Charlotte, NC
Reg. AUM
$223.5M
Employees
4
Accounts
538
Location
Charlotte, NC
Davidson Advisory Group, LLC assets under management
Davidson Advisory Group, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2024. It reports $223.5 million in regulatory assets under management and employs 4 people.
Davidson Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher William Zaccarelli Control | Managing Partner And Chief Compliance Officer | 50-75% | 2017 |
| David Frank Rotatori Control | Managing Partner | 50-75% | 2020 |
Frequently asked questions
How much does Davidson Advisory Group, LLC manage?
Davidson Advisory Group, LLC reports $223.5 million in regulatory assets under management on its Form ADV.
How many employees does Davidson Advisory Group, LLC have?
Davidson Advisory Group, LLC reports 4 employees.
Where is Davidson Advisory Group, LLC located?
Davidson Advisory Group, LLC is based in Charlotte, NC and has been SEC-registered since 2024.
Does Davidson Advisory Group, LLC disclose fund performance?
Davidson Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2901 Coltsgate Rd, Suite 102, Charlotte, NC 28211 |
| Phone | 877-801-2322 |
| Fax | 866.905.8876 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$223.5M▲ 47%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$223.5Mregulatory AUM
Discretionary $223.5M