Updated:
Davis Financial Management
DAVIS FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2024. The firm manages approximately $145...
Davis Financial Management
DAVIS FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2024. The firm manages approximately $145 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Principals
Derrick Davis
Founder
Clive Davis
President and Chief Financial Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Davis Financial Management?
Derrick Davis is founder and principal, and Clive Davis serves as President and Chief Financial Officer, according to public records. Specific investment committee details have not been disclosed.
Is Davis Financial Management structured as a single family office or a multi-family office?
The firm operates as an SEC-registered investment adviser that manages both Davis family wealth and third-party client assets — a hybrid RIA-family office model. It is not exclusively a single-family office.
Does Davis Financial Management make direct investments, or only fund commitments?
The firm runs a traditional financial advisory practice focused on asset allocation and financial planning. No public records indicate direct private company investments or fund-of-funds activity.
Where does the underlying wealth at Davis Financial Management come from?
The Davis family wealth originates from the family's own financial activities, though specific sources (e.g., business ownership, inheritance) have not been publicly detailed. The firm has not disclosed a single wealth origin sector.
How does Davis Financial Management source clients?
The firm runs a registered investment advisory with a public-facing wealth management practice. It does not appear to operate a proprietary deal-flow model or exclusive investment club.
What is Davis Financial Management's known posture on co-investments alongside external GPs?
No public records show Davis Financial Management participating in co-investments or syndicated deals. The firm appears focused on traditional advisory portfolio management
What investment stages does Davis Financial Management typically target?
The firm's investment focus has not been publicly delineated by stage or asset class. It is classified as a financial services advisor serving high-net-worth clients across standard asset classes.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: