DAVIS INVESTMENT PARTNERS, LLC

4521 Sharon Road
Suite 375
Charlotte, North Carolina 28211
Tel: (704) 741-4200

About DAVIS INVESTMENT PARTNERS, LLC

DAVIS INVESTMENT PARTNERS, LLC, formally registered with the SEC as DAVIS INVESTMENT PARTNERS, LLC. The firm was established in 02/28/2022. They have over 1 offices throughout the country.

DAVIS INVESTMENT PARTNERS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $359,199,809 assets under management, offering retirement planning & investment advisory services to 473 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318783
SEC#	801-123320
Assets Managed by Firm	$359,199,809
No. of Clients	473
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	473	$359,199,809
Individuals (other than high net worth individuals)	93	$26,412,400
High net worth individuals	93	$332,787,409

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