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- Custodian
- Jackson National Life ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 02-28-2022
- Office Locations
- 1
Office Locations
About Davis Financial Services
Davis Financial Services is a Dallas-based advisory firm providing personalized financial planning and asset management for individuals and families across life stages, with support for wealth building, family protection, and asset preservation. Services include retirement, estate and tax planning, insurance planning, and portfolio construction. Portfolios emphasize asset allocation and risk management using ETFs and mutual funds; the firm serves entrepreneurs and works through platforms such as LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LASHAN B DAVIS
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
WHITNEY N DAVIS
Chief Compliance Officer, Chief Financial Officer, Owner
- CRD
- #7250806
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,089,188 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,089,188 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,089,188
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,197,313,675 | 21.2% |
| Equity - Exchange | $2,643,126,414 | 46.8% |
| Cash | $1,807,265,924 | 32.0% |
| Total | $5,647,706,013 | 100.0% |