Davis Investment Group, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Davis Investment Group provides investment advisory services to individuals, high net worth clients, trusts, estates, and businesses. The firm offers both discretionary and non‑discretionary portfolio management, retirement‑account advice (including ERISA rollover guidance), and may implement client strategies directly or through unaffiliated money managers and investment platforms.
The adviser uses fundamental analysis and generally pursues a long‑term investment approach, constructing customized portfolios that emphasize low‑cost, diversified mutual funds and ETFs while also using individual stocks, bonds, or legacy positions when appropriate for tax or portfolio‑fit reasons. DIG works with clients to establish investment policy statements, strategic asset allocations, and ongoing monitoring — including rebalancing, cash management, and occasional shorter‑term trades to meet client objectives.
A distinctive feature of the firm is that it does not charge an investment advisory fee; clients instead incur custody, transaction, mutual fund/ETF, and any independent manager or platform fees, and DIG maintains an institutional relationship with its recommended custodian that provides software, support, and other economic benefits. The firm also manages a relatively large asset base for a very small client roster and has operated since the mid‑1990s, making its fee arrangement and custodian relationship notable relative to peers.
Client services
Expertise
Fee options
Account minimum: $1,000,000
Main office
Hailey ID
Advisors at this office
1
Most active in
Idaho
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")