CRD: 143410
Davis Financial Management, Inc.
$144.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-14-2007
- Office Locations
- 1
Office Locations
7381 W 133rd Street Suite 226 Overland Park KS
About Davis Financial Management, Inc.
Davis Financial Management, Inc. is a Kansas-based, fee-only RIA providing comprehensive financial planning plus investment advisory and consulting for individuals and businesses, including business owners and entrepreneurs. The firm emphasizes relationship-driven, objective advice and takes no third-party commissions. Portfolios are typically implemented with public funds and ETFs and can be held at Charles Schwab.
Team overview
52 AVG AGE
$144.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
North alpha Focus element Meridian
Client Personas
Unison Unison prime
Custodian
Ridge
Investment Themes
Unison Foundation timber Ridge signal
Investment Vehicles
Quantum vertex
Services
Vector fusion Peak focus Alpha Value Vertex Optima Prime Summit zenith Beacon alpha
Owner & Executives
M
MATTHEW WILLIAM DAVIS
Advisor, Chief Compliance Officer, President
- CRD
- #4638226
- Ownership
- 75% or more
(938) 953-7663
matrix.bridge@deltacapital.com
in linkedin.com/in/quantum-ember
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $144,649,000 | $618,158 |
| Total | $144,649,000 | $618,158 |
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Separately Managed Accounts
Total SMA Asset: $144,649,000
Public Funds:
38.2% Cash:
14.3% Equity - Exchange:
47.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,692,570,959 | 38.2% |
| Cash | $1,007,951,956 | 14.3% |
| Equity - Exchange | $3,348,092,162 | 47.5% |
| Total | $7,048,615,077 | 100.0% |