D
CRD: 107015
D.a.c. Davis Investment Counsel, Inc.
Toronto, Ontario, M5R 2
(416) 324-2200
$12.9M Total AUM
$12.9M Disc. AUM
0.6% 3Y CAGR
0 Employees
11 ADV. Clients
35 yrs Firm Age
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- Custodian
- Fidelity/NFS · RBC · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-31-1991
- Office Locations
- 1
Office Locations
23 Bedford Road Suite 100 Toronto, Ontario --
About D.a.c. Davis Investment Counsel, Inc.
D.a.c. Davis Investment Counsel, Inc. is a Toronto, Ontario-based RIA. The firm has been operating for 35 years. Managing $12.9M in total assets under management, They custody assets with Fidelity/NFS and RBC.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.2 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
35yrs Firm Age
Insights
Available
Available
Available
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Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEAN-CHRISTOPHE O'CONNELL
DIRECTOR, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
J
JOHN MARTIN O'CONNELL
Chairman, Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President, Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,911,532 | $614,835 |
| Non-Discretionary | $0 | -- |
| Total | $12,911,532 | $614,835 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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