A complete list of active advisors currently associated with Davis, Davis and Conover Wealth Management, LLC

Warmer can help you find a great advisor at Davis, Davis and Conover Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Davis, Davis and Conover Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.