This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$390MItem 5.F on the latest filing (2026-01-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$381M

Private client RAUM

$390MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$195Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

452

Individual clients

90

High net worth clients

84

Custody, client assets

$5.7M

SEC number

801-123320

CIK

1963865

CRD

318783

Filings on the tape

14

First filed

Jan 26, 2022

Latest filed

Jan 22, 2026

Organised

Limited Liability Company, NC

Website

davisinvestmentpartners.com

• Occurred

  Jan 26, 2022
  First Form ADV filing

  Davis Investment Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b59d2c71-1a65-2b30-614f-a268a950520f

First observed

Jan 26, 2022

Last observed

Jan 22, 2026 8 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.