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McDavid & Company Wealth Management Services
McDavid & Company Wealth Management Services, a Houston-based single-family office led by James R.
McDavid & Company Wealth Management Services
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES is an SEC-registered investment adviser in Gainesville, FL. The firm manages approximately $28 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Under $1B (Altss estimate)
Location
Region
North America
Country
United States
City
Gainesville
Corporate office
Houston, TX, United States
Principals
James R. McDavid
President & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at McDavid & Company?
James R. McDavid serves as President & CEO and is responsible for investment decisions at the family office (public record). The firm does not publicly disclose a separate CIO or investment committee structure.
How does McDavid & Company source proprietary deal flow?
The firm sources deals primarily through its network in the Houston energy and real estate communities. It participates in direct co-investments and partnership structures, though no syndication or formal sourcing program is declared in public records.
Is McDavid & Company structured as a single family office or does it operate more like a registered investment advisor?
McDavid & Company describes itself as a wealth management services provider, which suggests it may offer broader family office services beyond investment management. It is not registered as a public investment advisor; structure is consistent with a single-family office serving the McDavid family.
Does McDavid & Company participate in fund commitments or only direct deals?
The firm engages in both direct co-investments and partnership interests (public record). Specific fund commitments have not been disclosed, but the portfolio includes real estate and energy partnerships.
What investment stages does McDavid & Company typically target?
Focus is on mature, cash-flow-oriented assets in real estate, infrastructure, and private credit. The office does not publicly target venture-stage or early-growth equity investments.
Where does the underlying wealth come from?
The wealth originates from the energy and natural resources sector, specifically oil and gas activities associated with the McDavid family (public record).
Does McDavid & Company maintain philanthropic structures, and how are they separated?
No separate foundation or philanthropic vehicle is disclosed in public records. It is unknown if the family engages in charitable giving through a separate entity.
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.
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