CRD: 320825
Butler-Davis Financial Group, LLC
$44.1K Total AUM
$44.1K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
4 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2022
- Office Locations
- 1
Office Locations
1123 ELM ST NE Covington GA
About Butler-Davis Financial Group, LLC
Butler-Davis Financial Group, LLC is a Covington-based RIA. The firm has been operating for 4 years. Managing $44.1K in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
-- AVG AGE
$44.1K AVG AUM / ADVISOR
$14.7K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J W Davis
Chief Compliance Officer, Chief Operating Officer, Managing Member
- CRD
- #4563086
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,083 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,083 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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