# Davis Financial Management

Davis Financial Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** davisfinancialmanagement.com

## Regulatory record

- **CRD number:** 143410
- **SEC file number:** 801-129578
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143410

## About

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.

## Sectors

- Financial Services

## People

- Derrick Davis — Founder
- Clive Davis — President and Chief Financial Officer

## 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.

## Related profiles

- [MACRO WEALTH MANAGEMENT, INC.](https://altss.com/profile/macro-wealth-management-inc)
- [GEORGE C. MCCLINTOCK, LLC](https://altss.com/profile/george-c-mcclintock-llc)

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

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