DAVIS FINANCIAL MANAGEMENT, INC.
CRD #143410 SEC #801-129578 OVERLAND PARK, KS (913) 890-7279
SEC Registered
Total AUM
$125.6M
Discretionary
$0
Employees
1
Clients
51
Accounts
227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $125.6M | $0 | $125.6M | 1 | 0 |
| Mar 2024 | $109.8M | $0 | $109.8M | 1 | 0 |
| Mar 2024 | $109.8M | $0 | $109.8M | 1 | 0 |
| Jan 2024 | $109.8M | $0 | $109.8M | 1 | 0 |
DateFeb 2025
Total AUM$125.6M
Discretionary$0
Non-Disc.$125.6M
Employees1
Clients0
DateMar 2024
Total AUM$109.8M
Discretionary$0
Non-Disc.$109.8M
Employees1
Clients0
DateMar 2024
Total AUM$109.8M
Discretionary$0
Non-Disc.$109.8M
Employees1
Clients0
DateJan 2024
Total AUM$109.8M
Discretionary$0
Non-Disc.$109.8M
Employees1
Clients0