CRD: 142187
Mcdavid & Company Wealth Management Services
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum insight
- Established Date
- 05-04-2004
- Office Locations
- 1
Office Locations
About Mcdavid & Company Wealth Management Services
McDavid & Company Wealth Management Services is a Gainesville, FL wealth manager serving retail and institutional clients with investment guidance plus retirement, estate planning, insurance, and wealth preservation. Portfolios commonly use ETFs and mutual funds, and custody is reported with Fidelity/NFS. The firm’s website highlights a robust investor education library with articles, videos, calculators, and research reports.
Team overview
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Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
WILLIAM FRANKLIN MCDAVID
Investment Advisor, President
- CRD
- #4561243
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,418,524 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,418,524 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,418,524
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $940,543,145 | 16.6% |
| Public Funds | $855,554,307 | 15.1% |
| Cash | $1,631,785,697 | 28.8% |
| Corporate - Non-Investment Grade | $1,365,487,337 | 24.1% |
| Other | $872,552,074 | 15.4% |
| Total | $5,665,922,560 | 100.0% |