DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD #286575 SEC #801-113620 NASHVILLE, TN 615-324-7825
SEC Registered
Total AUM
$169.6M
Discretionary
$169.6M
Employees
2
Clients
0
Accounts
556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $169.6M | $169.6M | $0 | 2 | 0 |
| Mar 2024 | $156M | $156M | $0 | 2 | 0 |
| Mar 2023 | $135.4M | $135.4M | $0 | 2 | 0 |
| Mar 2022 | $135.5M | $135.3M | $229.2K | 2 | 0 |
| Oct 2021 | $121.5M | $121.3M | $212.9K | 2 | 0 |
| Jan 2021 | $121.5M | $121.3M | $212.9K | 2 | 0 |
| Jun 2020 | $126.9M | $126.7M | $198.9K | 4 | 0 |
| Mar 2020 | $126.9M | $126.7M | $198.9K | 4 | 0 |
| Mar 2019 | $109.4M | $109.2M | $175K | 4 | 0 |
| Aug 2018 | $113M | $112.8M | $266.7K | 4 | 0 |
| Jun 2018 | $113M | $112.8M | $266.7K | 4 | 0 |
DateMar 2025
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$135.5M
Discretionary$135.3M
Non-Disc.$229.2K
Employees2
Clients0
DateOct 2021
Total AUM$121.5M
Discretionary$121.3M
Non-Disc.$212.9K
Employees2
Clients0
DateJan 2021
Total AUM$121.5M
Discretionary$121.3M
Non-Disc.$212.9K
Employees2
Clients0
DateJun 2020
Total AUM$126.9M
Discretionary$126.7M
Non-Disc.$198.9K
Employees4
Clients0
DateMar 2020
Total AUM$126.9M
Discretionary$126.7M
Non-Disc.$198.9K
Employees4
Clients0
DateMar 2019
Total AUM$109.4M
Discretionary$109.2M
Non-Disc.$175K
Employees4
Clients0
DateAug 2018
Total AUM$113M
Discretionary$112.8M
Non-Disc.$266.7K
Employees4
Clients0
DateJun 2018
Total AUM$113M
Discretionary$112.8M
Non-Disc.$266.7K
Employees4
Clients0