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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

D.A.C. DAVIS INVESTMENT COUNSEL, INC.

CRD 107015

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f39370ad-b2d1-df5c-2d1d-2c8146c4fd35

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Apr 11, 2012 to Jun 24, 2026
28 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: $12.9MItem 5.F on the latest filing (2026-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12.9M
Private client RAUM: $12.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 0
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 21
Individual clients: 9
High net worth clients: 2
SEC number: 801-38202
CRD: 107015
Filings on the tape: 28
First filed: Apr 11, 2012
Latest filed: Jun 24, 2026
Organised: Corporation, CO

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIS-REA LTD.	Shareholder	E	yes	04/1997	Apr 11, 2012	Jun 13, 2024
O'CONNELL, JEAN-CHRISTOPHE	DIRECTOR, VICE PRESIDENT	Na	yes	11/2021	Jun 14, 2022	Jun 13, 2024
O'CONNELL, JOHN, MARTIN	DIRECTOR, CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER & CEO	Na	yes	12/2010	Apr 11, 2012	Jun 13, 2024
RITCHIE, DONALD, WILLIAM	President	Na	yes	03/2023	Jun 12, 2024	Jun 13, 2024
SOLUTIONS INVESTMENT MANAGEMENT INC.	Shareholder	E	yes	12/2010	Apr 11, 2012	Jun 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DAVIS-REA LTD.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jan 23, 2025	$12.9M	$12.9M	10	4	0	n/a	n/a
2023	Jun 5, 2023	$12.7M	$12.7M	11	5	0	n/a	n/a
2022	Jun 14, 2022	$13.7M	$13.7M	10	5	0	n/a	n/a
2021	Jun 1, 2021	$12.4M	$12.4M	11	5	0	n/a	n/a
2020	May 13, 2020	$10.3M	$10.3M	11	5	0	n/a	n/a
2019	Jun 7, 2019	$10.6M	$10.6M	12	5	0	n/a	n/a
2018	Apr 19, 2018	$5.8M	$5.8M	11	5	0	n/a	n/a
2017	Jun 6, 2017	$5.8M	$5.8M	10	5	n/a	n/a	n/a
2016	May 18, 2016	$4.7M	$4.7M	12	7	n/a	n/a	n/a
2015	Jun 12, 2015	$3.2M	$3.2M	12	7	n/a	n/a	n/a
2014	Jun 4, 2014	$4.9M	$4.9M	10	7	n/a	n/a	n/a
2013	May 22, 2013	$4.3M	$4.3M	12	6	n/a	n/a	n/a
2012	May 17, 2012	$4.5M	$4.5M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$12.9M	$12.7M	1.8%	$12.4M	1.3%	0	11	0	0

Relationships

Controls (5)

← RITCHIE, DONALD, WILLIAMOwnerPRESIDENT, ownership code NA, individual
Jun 12, 2024 to Jun 13, 2024factForm ADV
← O'CONNELL, JOHN, MARTINOwnerDIRECTOR, CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER & CEO, ownership code NA, individual
Apr 11, 2012 to Jun 13, 2024factForm ADV
← O'CONNELL, JEAN-CHRISTOPHEOwnerDIRECTOR, VICE PRESIDENT, ownership code NA, individual
Jun 14, 2022 to Jun 13, 2024factForm ADV
← DAVIS-REA LTD.OwnerSHAREHOLDER, ownership code E, foreign entity
Apr 11, 2012 to Jun 13, 2024factForm ADV
← SOLUTIONS INVESTMENT MANAGEMENT INC.OwnerSHAREHOLDER, ownership code E, foreign entity
Apr 11, 2012 to Jun 13, 2024factForm ADV

Dated events

Occurred
Jun 12, 2024
Control person joined
William Donald Ritchie (President) appeared on Schedule A of D.A.C. Davis Investment Counsel, Inc.
Form ADVobserved 4 days ago
Occurred
Jun 14, 2022
Control person left
Zachary Peter Curry (Director, Senior Vice President, Chief Compliance Officer & Coo) no longer on Schedule A of D.A.C. Davis Investment Counsel, Inc. (listed 2022-06-14, absent 2022-06-14)
Form ADVobserved 4 days ago
Occurred
Jun 14, 2022
Control person joined
Jean-Christophe O'Connell (Director, Vice President) appeared on Schedule A of D.A.C. Davis Investment Counsel, Inc.
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f39370ad-b2d1-df5c-2d1d-2c8146c4fd35
First observed: Apr 11, 2012
Last observed: Jun 24, 2026 2 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.

D.A.C. DAVIS INVESTMENT COUNSEL, INC.

CRD 107015

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f39370ad-b2d1-df5c-2d1d-2c8146c4fd35

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIS-REA LTD.

Shareholder

yes

04/1997

Apr 11, 2012

Jun 13, 2024

O'CONNELL, JEAN-CHRISTOPHE

DIRECTOR, VICE PRESIDENT

yes

11/2021

Jun 14, 2022

Jun 13, 2024

O'CONNELL, JOHN, MARTIN

DIRECTOR, CHAIRMAN, SECRETARY, CHIEF COMPLIANCE OFFICER & CEO

yes

12/2010

Apr 11, 2012

Jun 13, 2024

RITCHIE, DONALD, WILLIAM

President

yes

03/2023

Jun 12, 2024

Jun 13, 2024

SOLUTIONS INVESTMENT MANAGEMENT INC.

Shareholder

yes

12/2010

Apr 11, 2012

Jun 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DAVIS-REA LTD.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 23, 2025

$12.9M

n/a

2023

Jun 5, 2023

$12.7M

n/a

2022

Jun 14, 2022

$13.7M

n/a

2021

Jun 1, 2021

$12.4M

n/a

2020

May 13, 2020

$10.3M

n/a

2019

Jun 7, 2019

$10.6M

n/a

2018

Apr 19, 2018

$5.8M

n/a

2017

Jun 6, 2017

$5.8M

n/a

2016

May 18, 2016

$4.7M

n/a

2015

Jun 12, 2015

$3.2M

n/a

2014

Jun 4, 2014

$4.9M

n/a

2013

May 22, 2013

$4.3M

n/a

2012

May 17, 2012

$4.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$12.9M

$12.7M

1.8%

$12.4M

1.3%