DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

3102 West End Ave
Suite 400
Nashville, Tennessee 37203
Tel: 615-324-7825

About DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC, formally registered with the SEC as DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC. The firm was established in 07/16/2018. They have over 1 offices throughout the country.

DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $156,031,779 assets under management, offering retirement planning & investment advisory services to 528 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286575
SEC#	801-113620
Assets Managed by Firm	$156,031,779
No. of Clients	528
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
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	528	$156,031,779
Individuals (other than high net worth individuals)	117	$38,810,540
High net worth individuals	40	$117,221,239

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