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D.a.c. Davis Investment Counsel, Inc.

● SEC registered since 1991CRD 107015SEC# 801-38202Toronto, Ontario
Export (members)
Reg. AUM
$12.3M
Employees
Accounts
22
Location
Toronto, Ontario

D.a.c. Davis Investment Counsel, Inc. assets under management

D.a.c. Davis Investment Counsel, Inc. is a registered investment adviser overseen by the SEC based in Toronto, Ontario. The firm has been registered since 1991. It reports $12.3 million in regulatory assets under management.

D.a.c. Davis Investment Counsel, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Davis-Rea Ltd. ControlShareholderOver 75%1997
Jean-Christophe O'Connell ControlDirector, Vice PresidentUnder 5%2021
John Martin O'Connell ControlDirector, Chairman, Secretary, Chief Compliance Officer & CeoUnder 5%2010
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Frequently asked questions

How much does D.a.c. Davis Investment Counsel, Inc. manage?

D.a.c. Davis Investment Counsel, Inc. reports $12.3 million in regulatory assets under management on its Form ADV.

Where is D.a.c. Davis Investment Counsel, Inc. located?

D.a.c. Davis Investment Counsel, Inc. is based in Toronto, Ontario and has been SEC-registered since 1991.

Does D.a.c. Davis Investment Counsel, Inc. disclose fund performance?

D.a.c. Davis Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23 Bedford Road, Suite 100, Toronto, Ontario M5R 2J9
Phone416-324-2200
Office hours8:30a.m. To 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$12.3M
Non-discretionary$0
Total (RAUM)$12.3M