Davies Financial Advisors, Inc.
● SEC registered since 2022CRD 139764SEC# 801-126564Murrieta, CA
Reg. AUM
$123.1M
Employees
10
Accounts
173
Location
Murrieta, CA
Davies Financial Advisors, Inc. assets under management
Davies Financial Advisors, Inc. is an SEC-registered investment adviser based in Murrieta, CA. The firm has been registered since 2022. It reports $123.1 million in regulatory assets under management and employs 10 people.
Davies Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Davies Control | President And Cco | 50-75% | 2004 |
| Shaunie Lee Davies Control | Shareholder | 50-75% | 2004 |
Frequently asked questions
How much does Davies Financial Advisors, Inc. manage?
Davies Financial Advisors, Inc. reports $123.1 million in regulatory assets under management on its Form ADV.
How many employees does Davies Financial Advisors, Inc. have?
Davies Financial Advisors, Inc. reports 10 employees.
Where is Davies Financial Advisors, Inc. located?
Davies Financial Advisors, Inc. is based in Murrieta, CA and has been SEC-registered since 2022.
Does Davies Financial Advisors, Inc. disclose fund performance?
Davies Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 25109 Jefferson Ave, Suite 205, Murrieta, CA 92562 |
| Phone | 951-677-3960 |
| Fax | 951-696-6716 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.1M▼ 57%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$123.1Mregulatory AUM
Discretionary $123.1M