D
CRD: 141040
Davisson Investment, LLC
Newington, NH, 03801
6036860342
$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2006
- Office Locations
- 1
Office Locations
14 Patterson Lane Newington NH
About Davisson Investment, LLC
Davisson Investment, LLC is a Newington-based RIA. The firm has been operating for 19 years. Managing $18.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$18.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
19.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
See the complete signal summary connected to foundation ridge.
See the complete signal summary connected to momentum glacier.
Open the full profile to inspect shifts in fusion radial.
Unlock to compare peer behavior around ember quantum.
Upgrade to reveal position-level detail across crest delta.
Premium access reveals conviction themes in catalyst atlas.
Request access to benchmark trends tied to ridge legacy.
Unlock to compare peer behavior around foundation wave.
Investment Themes
Oak horizon
Services
Vector vertex Focus peak
Owner & Executives
R
RICHARD PORTER DAVISSON
Chief Compliance Officer, Manager, Managing Member
- CRD
- #869035
- Ownership
- 75% or more
(582) 409-1990
vital.frontier@foundationcapital.com
in linkedin.com/in/frontier-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $18,421,550
Equity - Exchange:
51.0% Cash:
49.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,103,789,791 | 51.0% |
| Cash | $2,021,288,230 | 49.0% |
| Total | $4,125,078,021 | 100.0% |