| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher William Zaccarelli Control | Managing Partner And Chief Compliance Officer | 50-75% | 2017 |
| David Frank Rotatori Control | Managing Partner | 50-75% | 2020 |
Davidson Advisory Group, LLC reports $151.7 million in regulatory assets under management on its Form ADV.
Davidson Advisory Group, LLC reports 5 employees.
Davidson Advisory Group, LLC is based in Charlotte, NC and has been SEC-registered since 2024.
Davidson Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2901 Coltsgate Rd, Suite 102, Charlotte, NC 28211 |
| Phone | 877-801-2322 |
| Fax | 866.905.8876 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $151.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $151.7M |