Davis Investment Partners, LLC
Davis Investment Partners, LLC is an SEC-registered wealth manager in Charlotte, NC with $390.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Davis Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318783, SEC 801-123320, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $390.0M (2026-01-22)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 3
- Clients
- 174
- CRD
- 318783
- Ownership
- DAVIS, JAMES, LAWSON; JAMES L. DAVIS 2012 LIVING TRUST U/A/D MARCH 26,2012; Davis, Victor, James; DAVIS IP HOLDCO LLC
How much AUM does Davis Investment Partners, LLC have?
Davis Investment Partners, LLC reported $390.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Davis Investment Partners, LLC?
Disclosed owners and executives of Davis Investment Partners, LLC include DAVIS, JAMES, LAWSON, JAMES L. DAVIS 2012 LIVING TRUST U/A/D MARCH 26,2012, Davis, Victor, James, DAVIS IP HOLDCO LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.