Davis Financial Management, Inc.
Davis Financial Management, Inc. is an SEC-registered ria in Overland Park, KS with $144.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Davis Financial Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143410, SEC 801-129578, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $144.6M (2026-03-26)
- Firm type
- Ria
- Location
- Overland Park, KS
- Employees
- 1
- Clients
- 78
- CRD
- 143410
- Ownership
- DAVIS, MATTHEW, WILLIAM
How much AUM does Davis Financial Management, Inc. have?
Davis Financial Management, Inc. reported $144.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Davis Financial Management, Inc.?
Disclosed owners and executives of Davis Financial Management, Inc. include DAVIS, MATTHEW, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.