Davis, Davis and Conover Wealth Management, LLC
● SEC registered since 2018CRD 286575SEC# 801-113620Nashville, TN
Reg. AUM
$144.9M
Employees
3
Accounts
596
Location
Nashville, TN
About Davis, Davis and Conover Wealth Management
Davis, Davis and Conover Wealth Management offers planning and portfolio management for athletes, business owners, executives, families, and retirees. It uses a CFP-led process covering education, retirement, banking solutions, and related wealth services.
Summary based on the firm’s website.
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.
Davis, Davis and Conover Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn C Conover Control | Member & Chief Compliance Officer | 25-50% | 2017 |
| Zachary Scott Eidson Control | Member | 50-75% | 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
| Address | 3102 West End Ave, Suite 400, Nashville, TN 37203 |
| Phone | 615-324-7825 |
| Office hours | 8-4 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.9M▼ 15%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$144.9Mregulatory AUM
Discretionary $144.9M