# Davies Financial Advisors

Davies Financial Advisors is an Asset Manager based in Murrieta, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Murrieta, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** daviesfinancialadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/andydavies5

## Regulatory record

- **CRD number:** 139764
- **SEC file number:** 801-126564
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139764

## About

DAVIES FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in Murrieta, CA, registered since 2022. The firm manages approximately $123 million in assets. It has 10 employees and 6 investment advisers.

## Sectors

- Real Estate
- Private Credit

## People

- James Davies — President

## Related profiles

- [Dave](https://altss.com/profile/dave-incde)
- [Davies Group](https://altss.com/profile/davies-group-limited)

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

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