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McDavid & Company Wealth Management Services
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES is a state-registered investment adviser in Gainesville, FL. The firm manages approximately $28 million in...
Overview
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES is a state-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
RIA
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
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.
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.
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