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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...
Overview
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
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.
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 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.
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