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CRD 107379
WICHITA FALLS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| GEORGE MURPHY DAVIS | Chartered Financial Analyst | WICHITA FALLS, TX | 20 | 37 | n/a | no |
| NILEY MONROE CHURCH | n/a | WICHITA FALLS, TX | 20 | 37 | n/a | no |
| GEORGE MURPHY DAVIS | n/a | WICHITA FALLS, TX | 20 | 27 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DAVIS, GEORGE, MURPHY | CHIEF COMPLIANCE OFFICER/CHAIRMAN | E | yes | 12/1990 | Jan 27, 2012 | Mar 15, 2024 |
| DAVIS, BONNIE, BOWERS | Director | Na | no | 10/1991 | Jan 27, 2012 | Mar 15, 2024 |
| DAVIS, GEORGE, MURPHY | President | Na | no | 12/2016 | Jan 27, 2012 | Mar 15, 2024 |
| ROGERS, SHERREE', DONEICE | VICE PRES OPERATIONS | Na | no | 12/2003 | Jan 27, 2012 | Mar 15, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 18, 2026 | $5.4B | $335M | 5 | 2 | 0 | n/a | n/a |
| 2024 | Mar 11, 2025 | $7.8B | $261M | 5 | 2 | 0 | n/a | n/a |
| 2023 | Mar 15, 2024 | $8.5B | $235M | 5 | 2 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $10.0B | $233M | 5 | 2 | 0 | n/a | n/a |
| 2021 | Mar 23, 2022 | $9.7B | $268M | 8 | 3 | 0 | n/a | n/a |
| 2020 | Mar 23, 2021 | $6.0B | $252M | 8 | 3 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $5.6B | $235M | 8 | 3 | 0 | n/a | n/a |
| 2018 | Mar 4, 2019 | $5.6B | $233M | 8 | 3 | 0 | n/a | n/a |
| 2017 | Feb 27, 2018 | $5.7B | $206M | 8 | 3 | 0 | n/a | n/a |
| 2016 | Jan 16, 2017 | $6.4B | $187M | 8 | 3 | n/a | n/a | n/a |
| 2015 | Jan 14, 2016 | $6.5B | $207M | 8 | 3 | n/a | n/a | n/a |
| 2014 | Jan 27, 2015 | $6.7B | $200M | 8 | 3 | n/a | n/a | n/a |
| 2013 | Jan 20, 2014 | $7.1B | $192M | 8 | 3 | n/a | n/a | n/a |
| 2012 | Jan 9, 2013 | $6.6B | $221M | 7 | 3 | n/a | n/a | n/a |
| 2011 | Jan 27, 2012 | $6.1B | $215M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.4B | $7.8B | -30.4% | $10.0B | -18.3% | 5 | 5 | 0 | 0 |