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D.A.C. Davis Investment Counsel
D.A.C. Davis Investment Counsel is a Mount Kisco-based RIA founded in 1975, led by Peter A. Davis and Jonathan M.
D.A.C. Davis Investment Counsel
D.A.C. Davis Investment Counsel was founded in 1975 as an independent registered investment advisor. The firm is led by Managing Directors Peter A. Davis and Jonathan M. Davis, who oversee investment strategy and client relationships. Wealth origin is not publicly disclosed, but the firm's longevity suggests deep ties to the greater New York metropolitan area. The firm invests across a diversified spectrum of asset classes, including domestic and global equities, fixed-income securities, real estate, and alternative investments. It follows a value-oriented, long-term approach, favoring quality businesses with durable competitive advantages. Geographic exposure spans the U.S. and developed international markets, with real estate holdings concentrated in the Northeast (public record). Specific portfolio companies or deals are not routinely disclosed, as the firm is not a public equity or venture capital shop. Team size is not publicly confirmed, but the firm maintains a single office in Mount Kisco, New York, with no additional locations disclosed. D.A.C. Davis Investment Counsel operates solely as an RIA, with no known philanthropic foundations or adjacent vehicles. The firm's investment committee is composed of senior professionals overseeing a concentrated portfolio. No major recent operational events were identified in the public record. What distinguishes D.A.C. Davis Investment Counsel is its independence and longevity — founded nearly 50 years ago, it has remained privately held and managed by the Davis family. Its structure as an RIA gives it fiduciary discretion across accounts, and its lack of external marketing or public AUM figures suggests a deliberate, low-profile posture. The firm's succession appears internal, with the second generation now in leadership.
General information
Firm type
RIA
Year founded
1975
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Mount Kisco
Corporate office
Mount Kisco, NY, United States
Principals
Peter A. Davis
Managing Director
Jonathan M. Davis
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at D.A.C. Davis Investment Counsel?
Peter A. Davis and Jonathan M. Davis serve as Managing Directors and lead the investment committee (public record). They are responsible for portfolio construction, manager selection, and asset-allocation decisions across client accounts.
How does D.A.C. Davis Investment Counsel structure its client relationships?
The firm operates as a fee-only registered investment advisor (RIA), providing discretionary portfolio management. Clients grant the firm trading authority, and portfolios are managed against individual risk profiles and objectives.
Is D.A.C. Davis Investment Counsel a single-family office or a multi-client advisor?
The firm is an RIA serving multiple families, not a single-family office. It manages assets for high-net-worth individuals, families, and some institutional clients, with no single dominant capital source.
Does D.A.C. Davis Investment Counsel make direct equity investments in companies?
The firm invests primarily through publicly traded equities, fixed-income securities, and real estate, rather than making direct private-company investments. It also allocates to alternative asset managers as part of its multi-asset approach.
What investment philosophy does D.A.C. Davis Investment Counsel follow?
The firm employs a value-oriented, long-term investment philosophy. It focuses on quality businesses with sustainable competitive advantages and seeks to minimize turnover and tax inefficiencies (per the firm's public communications).
Has D.A.C. Davis Investment Counsel disclosed its total assets under management?
No. The firm does not publish a public AUM figure. Regulatory filings may provide estimates, but the firm's website and public materials do not disclose the number.
Where is D.A.C. Davis Investment Counsel headquartered and does it have other offices?
The firm is headquartered in Mount Kisco, New York, and no additional office locations have been publicly identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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