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Davis, Davis and Conover Wealth Management, LLC

● SEC registered since 2018CRD 286575SEC# 801-113620Nashville, TN
Export (members)
Reg. AUM
$144.9M
Employees
3
Accounts
596
Location
Nashville, TN

Davis, Davis and Conover Wealth Management, LLC assets under management

Davis, Davis and Conover Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Nashville, TN. The firm has been registered since 2018. It reports $144.9 million in regulatory assets under management and employs 3 people.
www.ddcwealth.comView on SEC.gov ↗

Davis, Davis and Conover Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Carolyn C Conover ControlMember & Chief Compliance Officer25-50%2017
Zachary Scott Eidson ControlMember50-75%2021

Frequently asked questions

How much does Davis, Davis and Conover Wealth Management, LLC manage?

Davis, Davis and Conover Wealth Management, LLC reports $144.9 million in regulatory assets under management on its Form ADV.

How many employees does Davis, Davis and Conover Wealth Management, LLC have?

Davis, Davis and Conover Wealth Management, LLC reports 3 employees.

Where is Davis, Davis and Conover Wealth Management, LLC located?

Davis, Davis and Conover Wealth Management, LLC is based in Nashville, TN and has been SEC-registered since 2018.

Does Davis, Davis and Conover Wealth Management, LLC disclose fund performance?

Davis, Davis and Conover Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3102 West End Ave, Suite 400, Nashville, TN 37203
Phone615-324-7825
Office hours8-4
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$144.9M▼ 15%
Mar '25 — $169.6MApr '25 — $169.6MMay '25 — $169.6MJun '25 — $169.6MJul '25 — $169.6MAug '25 — $169.6MSep '25 — $169.6MOct '25 — $169.6MNov '25 — $169.6MDec '25 — $169.6MJan '26 — $169.6MFeb '26 — $169.6MMar '26 — $144.9MApr '26 — $144.9MMay '26 — $144.9MJun '26 — $144.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$144.9Mregulatory AUM
Discretionary $144.9M