Terrance P. Davis CPA/PFS

TERRANCE P DAVIS CPA/PFS is an SEC-registered investment adviser in ST. LOUIS, MO. The firm manages approximately $91 million in regulatory assets.

Terrance P. Davis CPA/PFS

TERRANCE P DAVIS CPA/PFS is an SEC-registered investment adviser in ST. LOUIS, MO. The firm manages approximately $91 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

St. Louis

Corporate office

New York, NY, United States

Principals

Terrance P. Davis

Owner, CPA/PFS

What credentials does Terrance P. Davis hold?

Davis is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). The PFS designation is granted by the American Institute of CPAs to CPAs who meet experience and exam requirements in financial planning.

How does the firm generate deal flow?

The firm appears to operate as a solo practice with no public record of external fundraising or proprietary deal sourcing. Investment decisions are likely driven by direct market analysis and tax considerations.

Does the firm invest in private companies?

No publicly available records indicate direct investments in private companies. The firm likely focuses on public securities and tax-advantaged instruments, consistent with a CPA-led practice.

Is Terrance P. Davis registered as an investment advisor?

As a CPA/PFS, Davis may operate under the AICPA's practice standards rather than a formal SEC registration. No public record of RIA or SEC filing was found.

What is the firm's client base?

The firm appears to serve a single-family-office structure, likely managing Davis' own wealth or a small group of clients. No public information about external clients exists.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.