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- Custodian
- Jackson National Life ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 183 clients, or 183 clients per representative. That equates to $470.4K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Davis Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 2 owners & executives
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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
SMA allocation detail is available
Davis Financial Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.