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Davis Financial Management, Inc.

● SEC registered since 2024CRD 143410SEC# 801-129578Overland Park, KS
Export (members)
Reg. AUM
$125.6M
Employees
1
Accounts
227
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 $125.6 million in regulatory assets under management and employs 1 people.
www.davisfinancialmanagement.comView on SEC.gov ↗

Davis Financial Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Matthew William Davis ControlPresident/Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Davis Financial Management, Inc. manage?

Davis Financial Management, Inc. reports $125.6 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

Address7381 W. 133rd Street, Suite 226, Overland Park, KS 66213
Phone(913) 890-7279
Fax(913) 890-7280
Office hours9a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$125.6M
Total (RAUM)$125.6M