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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2006
- Office Locations
- 1
Office Locations
About Davisson Investment, LLC
Davisson Investment, LLC is a Newington-based RIA. The firm has been operating for 20 years. Managing $18.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 47.1% is discretionary and 52.9% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on April 17, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Services
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Owner & Executives
RICHARD PORTER DAVISSON
Chief Compliance Officer, Manager, Managing Member
- CRD
- #869035
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,421,550 | $1,820,866 |
| Non-Discretionary | $0 | $18,440,075 |
| Total | $18,421,550 | $3,482,787 |
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Separately Managed Accounts
SMA allocation detail is available
Davisson Investment, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.