$77.2M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
5 Employees
942 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Security Benefit · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-06-2009
- Office Locations
- 1
Office Locations
6265 Sheridan Drive Suite 118 Williamsville NY
About O'bannon & Davis Inc.
O'Bannon & Davis Inc. is a Williamsville, NY investment adviser providing personalized financial planning and investment management for individuals and business owners, including retirement and estate planning, tax planning, insurance, and 529 plans. Portfolios skew heavily to ETFs, with additional use of mutual funds and corporate bonds, and the firm works with custodians such as Charles Schwab.
Team overview
-- AVG AGE
$38.6M AVG AUM / ADVISOR
$82.0K AVG AUM / CLIENT
3.3 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Peak Horizon
Client Personas
Harbor
Investment Themes
Focus glacier
Investment Vehicles
Vital
Services
Alpha oak Catalyst Peak eagle Eagle peak Horizon signal Summit Pioneer North prime Focus vector
Owner & Executives
W
WILLIAM ROBERT DAVIS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2188721
- Ownership
- 75% or more
(508) 205-7444
harbor.capital@legacycapital.com
in linkedin.com/in/summit-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,041,674 | -- |
| Non-Discretionary | $7,203,659 | -- |
| Total | $77,245,333 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,245,333
Equity - Exchange:
7.2% U.S. Government/Agency:
25.5% Cash:
8.4% Corporate - Investment Grade:
16.6% Corporate - Non-Investment Grade:
10.9% Public Funds:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $131,513,722 | 7.2% |
| U.S. Government/Agency | $465,777,764 | 25.5% |
| Cash | $153,432,675 | 8.4% |
| Corporate - Investment Grade | $303,212,191 | 16.6% |
| Corporate - Non-Investment Grade | $199,097,162 | 10.9% |
| Public Funds | $573,545,952 | 31.4% |
| Total | $1,826,579,466 | 100.0% |