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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, MATTHEW, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 12, 2025 REGISTERED
Notice Filings (2)
KS TX
Address
7381 W. 133RD STREETSUITE 226
OVERLAND PARK, KS 66213
United States
Phone: (913) 890-7279