D
CRD: 124688
Davis Investment Group, Ltd.
Hailey, ID
2488901102
$34.6M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-23-2010
- Office Locations
- 1
Office Locations
-- Hailey ID
About Davis Investment Group, Ltd.
Davis Investment Group, Ltd. is a Hailey-based RIA. The firm has been operating for 15 years. Managing $34.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$34.6M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Catalyst
Client Personas
Glacier
Investment Themes
Catalyst beacon
Investment Vehicles
Delta
Services
Pathway crest
Owner & Executives
L
LAUREN SYMINGTON DAVIS MS.
Chief Compliance Officer, President
- CRD
- #2190725
- Ownership
- 75% or more
(348) 806-9852
value.harbor@catalystcapital.com
in linkedin.com/in/glacier-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,651,029 | -- |
| Non-Discretionary | $15,945,612 | -- |
| Total | $34,596,641 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,596,641
Equity - OTC:
11.2% Cash:
27.4% Equity - Exchange:
20.8% Municipal Bonds:
40.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $243,308,506 | 11.2% |
| Cash | $595,236,882 | 27.4% |
| Equity - Exchange | $451,858,655 | 20.8% |
| Municipal Bonds | $881,993,336 | 40.6% |
| Total | $2,172,397,379 | 100.0% |