# D.A.C. Davis Investment Counsel

D.A.C. Davis Investment Counsel is a RIA based in Toronto, Ontario, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Toronto, Ontario, United States
- **Region:** North America
- **Address:** Mount Kisco, NY, United States
- **Founded:** 1975
- **Assets under management:** Undisclosed
- **Website:** www.dacdavis.com

## Regulatory record

- **CRD number:** 107015
- **SEC file number:** 801-38202
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107015

## About

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.

## Sectors

- Equities
- Fixed Income
- Real Estate
- Alternative Investments

## People

- Peter A. Davis — Managing Director
- Jonathan M. Davis — Managing Director

## 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.

### 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).

### 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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Last updated: 2026-06-03T20:00:00.000Z

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