Davis Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Davis Investment Partners serves individuals, high‑net‑worth clients, families, trusts, estates and small businesses with discretionary wealth management, financial planning, retirement account advice and bond consulting. The firm manages portfolios using individual equities, ETFs, mutual funds and bonds, and generally charges percentage‑of‑AUM advisory fees in line with common industry practice.
The firm’s investment approach combines fundamental and technical analysis with a primarily long‑term orientation; portfolios are constructed to match client goals and risk tolerance but may be rebalanced or traded on shorter time horizons for tax, liquidity, or market‑driven reasons. Davis Investment Partners typically implements discretionary strategies and emphasizes customized asset allocation and share‑class selection to align with client objectives.
What distinguishes the firm is its small advisory team managing roughly $390 million in AUM despite being founded in 2022, a scale and growth rate that are atypical for a two‑advisor practice. The firm maintains an institutional relationship with Raymond James that supplies platform technology, research and launch reimbursements, and it also offers separate fixed‑fee bond consulting engagements and an explicit practice of selecting no‑transaction‑cost or institutional mutual fund share classes when custodial constraints permit.
Client services
Expertise
Fee options
Bond consulting services fixed annual fee from $1,000 to $10,000, negotiated based on scope
0.50% to 1.50% annually (range based on factors; exact tiers not specified)
Account minimum: $500,000 Fee-only: Wealth management fees based on AUM; bond consulting offered on fixed annual fee basis ($1,000 to $10,000, negotiated)
Main office
4521 Sharon Road, Suite 375
Charlotte NC 28211
Advisors at this office
2
Most active in
Florida · North Carolina · South Carolina · Texas · Virginia
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:
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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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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.
Quick links
Advisors at this firm
Olivia G
Series 65
Charlotte, NC
Davis Investment Partners, LLC
Olivia Green is a financial advisor at Davis Investment Partners, LLC with a Series 65 designation and three years of industry experience. She has worked at Davis Investment Partners since 2022 and previously held positions at GRAYCO, RKW Residential, and Kane Residential. Olivia attended North Carolina State University from 2013 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm combines fundamental and technical analysis with a primarily long-term investment orientation, emphasizing customized asset allocation and share-class selection to align with client objectives.
Victor D
Series 66
Charlotte, NC
Davis Investment Partners, LLC
Victor Davis is a financial advisor at Davis Investment Partners, LLC in Charlotte, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Davis Investment Partners in 2022, he worked at Raymond James & Associates from 2019 to 2022 and at Sonic Automotive from 2018 to 2019. He also has a background at Clemson University from 2014 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, emphasizing customized asset allocation and share-class selection to meet client objectives.
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