A complete list of active advisors currently associated with Davis Investment Partners, LLC

Warmer can help you find a great advisor at Davis Investment Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Davis Investment Partners, 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.

Name	Location	Years of experience
Victor Davis	Charlotte, NC	7
Olivia Green	Charlotte, NC	3

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