# McDavid & Company Wealth Management Services

McDavid & Company Wealth Management Services is a RIA based in Gainesville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Gainesville, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Assets under management:** Under $1B (Altss estimate)
- **Website:** mcdavidandcompany.com

## Regulatory record

- **CRD number:** 142187
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142187

## About

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.

## Sectors

- Energy
- Real Estate
- Infrastructure
- Private Credit

## People

- James R. McDavid — President & CEO

## 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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- [Klimis & Associates Advisory](https://altss.com/profile/klimis-and-associates-advisory-inc)
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Last updated: 2026-07-06T01:24:21.061Z

Canonical page: https://altss.com/profile/mcdavid-and-company-wealth-management-services

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