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Davis, Davis AND Conover Wealth Management, LLC

Davis, Davis AND Conover Wealth Management, LLC. CRD 286575

Davis, Davis AND Conover Wealth Management, LLC logo

CRD: 286575

Davis, Davis AND Conover Wealth Management, LLC

Nashville, TN, 37203
6153247825
www.ddcwealth.com
$144.9M Total AUM
$144.9M Disc. AUM
2.3% 3Y CAGR
3 Employees
186 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Goldman Sachs · Raymond James
Clients
Retail
Platforms
--
Established Date
01-31-2017
Office Locations
1

Office Locations

3102 West END AVE Suite 400 Nashville TN

About Davis, Davis AND Conover Wealth Management, LLC

Davis, Davis and Conover Wealth Management (Nashville, TN) provides holistic wealth management and financial planning built around clients’ full lives, emphasizing hands-on due diligence and a concierge-level service model. The firm serves families and individuals, business owners/entrepreneurs, corporate executives, retirees, athletes, and sudden-wealth situations, and coordinates with clients’ other professionals. Investment work focuses on tailored portfolio construction and risk management using ETFs, mutual funds, and fixed income; custody relationships include Raymond James and Goldman Sachs.

Team overview

39 AVG AGE
$48.3M AVG AUM / ADVISOR
$778.9K AVG AUM / CLIENT
6.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Alpha Prime bridge Atlas eagle Timber Crest

Client Personas

Summit element Vector Timber capital Element oak

Custodian

Element Frontier fusion Alpha zenith Momentum Capital Catalyst beacon Horizon

Investment Themes

Momentum signal Eagle bridge North vital

Investment Vehicles

Delta

Services

Glacier fusion Bridge eagle Unison Vertex Peak quantum Focus signal Oak Signal alpha Insight legacy Signal Legacy harbor Focus peak Peak delta

Owner & Executives

Z

ZACHARY SCOTT EIDSON

Financial Advisor

CRD
#4792807
Ownership
50% but less than 75%
(392) 481-5083
north.foundation@vitalcapital.com
in linkedin.com/in/quantum-delta
CAROLYN C CONOVER

CAROLYN C CONOVER

Chief Compliance Officer

CRD
#5196155
Ownership
25% but less than 50%
(737) 808-1363
capital.optima@timbercapital.com
in linkedin.com/in/pioneer-frontier

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Contacts

T

Tyree Addison Dean

--

CRD
#8099968
(486) 386-6627
foundation.beacon@pathwaycapital.com
in linkedin.com/in/alpha-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
03-27-2023
03-21-2024
03-28-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $144,878,543 $243,085
Non-Discretionary $0 --
Total $144,878,543 $243,085

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Separately Managed Accounts

Total SMA Asset: $144,878,543

$144.9M Total SMA
Equity - OTC:
22.1%
Cash:
25.5%
Equity - Exchange:
10.3%
Other:
12.6%
Corporate - Investment Grade:
24.1%
Corporate - Non-Investment Grade:
5.4%
Asset class Assets Assets %
Equity - OTC $1,043,683,869 22.1%
Cash $1,204,250,618 25.5%
Equity - Exchange $486,422,799 10.3%
Other $595,041,482 12.6%
Corporate - Investment Grade $1,138,134,898 24.1%
Corporate - Non-Investment Grade $255,017,779 5.4%
Total $4,722,551,445 100.0%

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