Davis Financial Management, Inc.
● SEC registered since 2024CRD 143410SEC# 801-129578Overland Park, KS
Reg. AUM
$144.6M
Employees
1
Accounts
234
Location
Overland Park, KS
Davis Financial Management, Inc. assets under management
Davis Financial Management, Inc. operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2024. It reports $144.6 million in regulatory assets under management and employs 1 people.
Davis Financial Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew William Davis Control | President/Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Davis Financial Management, Inc. manage?
Davis Financial Management, Inc. reports $144.6 million in regulatory assets under management on its Form ADV.
How many employees does Davis Financial Management, Inc. have?
Davis Financial Management, Inc. reports 1 employees.
Where is Davis Financial Management, Inc. located?
Davis Financial Management, Inc. is based in Overland Park, KS and has been SEC-registered since 2024.
Does Davis Financial Management, Inc. disclose fund performance?
Davis Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7381 W. 133rd Street, Suite 226, Overland Park, KS 66213 |
| Phone | (913) 890-7279 |
| Fax | (913) 890-7280 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.6M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$144.6Mregulatory AUM
Discretionary $0Non-discretionary $144.6M