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D.A.C. Davis Investment Counsel
D.A.C. Davis Investment Counsel, Inc. is an SEC-registered investment adviser in Toronto, Ontario, registered since 1991. The firm manages approximately $12...
D.A.C. Davis Investment Counsel
D.A.C. Davis Investment Counsel, Inc. is an SEC-registered investment adviser in Toronto, Ontario, registered since 1991. The firm manages approximately $12 million in regulatory assets. It is based in Toronto.
General information
Firm type
RIA
Year founded
1975
Location
Region
North America
Country
United States
City
Toronto, Ontario
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.
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