DAVIS-ROSS INVESTMENT ADVISERS, LLC
CRD #117751 SEC #801-61000 COLUMBUS, OH 614-224-1629
SEC Registered Private Funds
Total AUM
$81.9M
Discretionary
$81.9M
Employees
1
Clients
101
Accounts
329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $2.1M | $2.1M | $0 | 1 | 105 |
| Apr 2012 | $81.9M | $81.9M | $0 | 1 | 105 |
| Mar 2012 | $81.9M | $81.9M | $0 | 1 | 105 |
| Mar 2011 | $87.8M | $87.8M | $0 | 5 | -- |
| Mar 2010 | $71.2M | $71.2M | $0 | 5 | -- |
| Mar 2009 | $69.2M | $69.2M | $0 | 10 | -- |
| Dec 2007 | $146.9M | $146.9M | $0 | 5 | -- |
| Mar 2007 | $146.9M | $146.9M | $0 | 5 | -- |
| Sep 2005 | $142.5M | $142.5M | $0 | 5 | -- |
| Aug 2004 | $279M | $167.5M | $111.5M | 5 | -- |
DateMay 2012
Total AUM$2.1M
Discretionary$2.1M
Non-Disc.$0
Employees1
Clients105
DateApr 2012
Total AUM$81.9M
Discretionary$81.9M
Non-Disc.$0
Employees1
Clients105
DateMar 2012
Total AUM$81.9M
Discretionary$81.9M
Non-Disc.$0
Employees1
Clients105
DateMar 2011
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$71.2M
Discretionary$71.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$69.2M
Discretionary$69.2M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$279M
Discretionary$167.5M
Non-Disc.$111.5M
Employees5
Clients--