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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- WaveGlacier north
- Established Date
- 01-01-2004
- Office Locations
- 2
Office Locations
About Davies Financial Advisors, Inc.
Davies Financial Advisors (Creative Financial Stewardship) provides wealth management and integrated planning for individuals and business owners, with a specialty in coordinating business exit planning alongside estate and investment planning. The team focuses on clarifying goals, identifying risks, and building actionable financial roadmaps. Custody relationships include Charles Schwab and Fidelity/NFS. Managing Director Andy Davies was a 2021 Five Star Wealth Manager award recipient.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW JAMES DAVIES
Chief Compliance Officer, MANAGING DIRECTOR, Owner, President
- CRD
- #3275556
- Ownership
- 50% but less than 75%
SHAUNIE LEE DAVIES
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Lyndsay Davies
Financial Advisor
- CRD
- #6858931
Justin Simmons
Financial Advisor, General Partner
- CRD
- #5213817
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,078,109 | $711,434 |
| Non-Discretionary | $0 | -- |
| Total | $123,078,109 | $711,434 |
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Separately Managed Accounts
Total SMA Asset: $123,078,109
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,199,593,311 | 16.1% |
| Cash | $2,518,400,864 | 33.8% |
| Equity - Exchange | $2,175,659,918 | 29.2% |
| Municipal Bonds | $1,557,236,038 | 20.9% |
| Total | $7,450,890,131 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK PRIME HARBOR | VITAL FRONTIER | 7YPEMKS8J | QGHKL | 1.09% | $8,068,020 |
| SIGNAL SUMMIT | FUSION ELEMENT | 0QIQ0K5GG | EKETY | 10.31% | $50,757,158 |
| FRONTIER HORIZON | BRIDGE MOMENTUM | 2UO3Y2GZ3 | BWH | 9.17% | $71,413,723 |
| MERIDIAN UNISON SIGNAL | MOMENTUM WAVE | PTGWK5U62 | UDX | 11.55% | $48,143,293 |
| DELTA INSIGHT EAGLE | FUSION VALUE | LOK7TOHZN | VSLXC | 9.98% | $77,121,285 |
| ATLAS VALUE | HARBOR QUANTUM | G1WWUCJSA | IXYA | 3.57% | $74,224,457 |
| INSIGHT MERIDIAN | ALPHA EAGLE | 4GPCGS3WG | EMYNK | 12.32% | $98,669,188 |
| HARBOR UNISON | FOUNDATION EAGLE | 1GSRBWGZ6 | LWD | 3.63% | $102,841,365 |