Davis Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,082,000
Clients
56
Advisors
1
of 1 employees
About
The firm is an independent, solo SEC-registered investment adviser that provides portfolio management and comprehensive financial planning to individuals, small businesses, and a range of institutional-type clients, including pension and profit-sharing plans, corporations, trusts, foundations, and charities. In addition to advisory services, the firm’s founder is a Certified Public Accountant and offers accounting and tax-preparation services under separate engagement agreements.
Investment management emphasizes strategic asset allocation implemented mainly through no-load mutual funds and exchange-traded funds, with a notable reliance on Dimensional Fund Advisors funds and a generally passive, low-turnover approach; accounts are reviewed annually or on an event-driven basis. Client accounts are managed on a non-discretionary basis, and the firm reports approximately $145 million in non-discretionary assets across roughly 56 client relationships.
Distinctive aspects relative to peers include the combination of an affiliated accounting practice, the acceptance of pension/profit-sharing and other institutional clients, and the predominance of non-discretionary assets — each of which is uncommon for independent, solo advisers. The firm also provides specialized planning services such as special-needs and divorce planning and ongoing business consulting for small business owners while supervising diversified model portfolios.
Client services
Expertise
Occupation focus
Fee options
Fixed fees typically ranging from $1,500 to $8,000 for financial planning
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: Negotiable
$250 per hour typical rate for financial planning
Account minimum: $500,000 Fee-only: Fixed fees typically ranging from $1,500 to $8,000 for initial financial planning; ongoing planning fees typically ranging from $2,000 to $8,000 annually
Main office
7381 W 133rd Street, Suite 226
Overland Park KS 66221
Advisors at this office
1
Most active in
Hawaii · Kansas · Texas
Also doing business as
Davis Financial Management, Inc. · Davis Financial Management, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
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