J. P. Davis, Inc.
● SEC registered since 2019CRD 289548SEC# 801-116690Oro Valley, AZ
Reg. AUM
$242M
Employees
5
Accounts
418
Location
Oro Valley, AZ
J. P. Davis, Inc. assets under management
J. P. Davis, Inc. is an SEC-registered investment adviser based in Oro Valley, AZ. The firm has been registered since 2019. It reports $242 million in regulatory assets under management and employs 5 people.
J. P. Davis, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Paul Davis Control | President & Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does J. P. Davis, Inc. manage?
J. P. Davis, Inc. reports $242 million in regulatory assets under management on its Form ADV.
How many employees does J. P. Davis, Inc. have?
J. P. Davis, Inc. reports 5 employees.
Where is J. P. Davis, Inc. located?
J. P. Davis, Inc. is based in Oro Valley, AZ and has been SEC-registered since 2019.
Does J. P. Davis, Inc. disclose fund performance?
J. P. Davis, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12115 North Oracle Road, Suite 151, Oro Valley, AZ 85737 |
| Phone | (520) 818-7822 |
| Fax | (520) 818-0181 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$242M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$242Mregulatory AUM
Discretionary $241.4MNon-discretionary $576K