Davis, Davis and Conover Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Davis, Davis and Conover is an SEC-registered investment adviser managing about $144.9 million in discretionary assets for roughly 186 clients and staffed by three advisors. The firm primarily serves individual and high-net-worth clients, as well as related entities such as trusts, estates and retirement accounts, and offers wealth management, written financial planning, and consulting services with a $250,000 typical minimum for managed accounts.
The firm provides discretionary portfolio management guided by client-stated objectives and documented risk questionnaires, and uses fundamental analysis and asset-allocation principles with an emphasis on retirement income planning and total-portfolio management. Davis, Davis and Conover prepares comprehensive written financial plans, may engage in both short- and long-term trading, and monitors accounts on an ongoing basis with at least annual reviews.
What distinguishes the firm among similarly sized supported advisers is that its wealth management is offered under a wrap-fee program (see Form ADV Part 2A, Appendix 1) and several of its investment adviser representatives are licensed insurance agents who may sell insurance products and receive customary commissions, a conflict the brochure discloses and addresses. The brochure also discloses the firm’s recommended custodian relationship with Raymond James and that it receives certain research and soft-dollar benefits, operational features that the firm highlights in its compliance disclosures.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,500 to $5,000
Consulting services charged at $250/hour, negotiable; financial planning termination fees billed at $250/hour
Account minimum: $250,000 Fee-only: Financial planning fixed fees range from $1,500 to $5,000; consulting services charged at $250/hour, negotiable
Main office
3102 West End Ave, Suite 400
Nashville TN 37203
Advisors at this office
3
Most active in
Alabama · Florida · Kentucky · Mississippi · New Hampshire · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Zachary E
Series 66
Nashville, TN
Davis, Davis and Conover Wealth Management, LLC
Zachary Eidson is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with 18 years of industry experience. He worked at UBS for 13 years before joining his current firm in 2017. Davis, Davis and Conover Wealth Management is an SEC-registered adviser managing approximately $144.9 million in assets for around 186 clients. The firm serves individual and high-net-worth clients, including trusts and estates, offering wealth management, financial planning, and consulting services with an emphasis on retirement income planning and total-portfolio management.
Tyree D
Series 65
Nashville, TN
Davis, Davis and Conover Wealth Management, LLC
Tyree Dean is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at AirSculpt for three years and attended Western Kentucky University. Davis, Davis and Conover Wealth Management, LLC provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement accounts. The firm combines comprehensive financial planning with portfolio management, using client risk questionnaires and fundamental analysis to guide asset allocation and total-portfolio strategies.
Carolyn C
CFP®, Series 66
Nashville, TN
Davis, Davis and Conover Wealth Management, LLC
Carolyn Conover is a CFP® with 15 years of industry experience, currently serving as an advisor at Davis, Davis and Conover Wealth Management, LLC since 2017. She previously worked at TBH Advisors, LLC and UBS Financial Services. Davis, Davis and Conover Wealth Management manages approximately $144.9 million in discretionary assets primarily for individual and high-net-worth clients, offering wealth management, financial planning, and consulting services. The firm provides discretionary portfolio management focused on retirement income planning and total-portfolio management, using fundamental analysis and client risk assessments.
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