D
Davis-Ross Investment Advisers, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Davis-Ross Investment Advisers, LLC provides investment management as the general partner and investment manager of a single pooled vehicle, the DRMM Total Return Fund I, LP, serving accredited investors and limited partners that include high-net-worth individuals, IRAs, trusts and estates. The firm manages the Fund’s investments and operations and delivers monthly written performance reports to its Limited Partners.
The adviser employs a long/short equity strategy concentrated in financial services equities and related alternative investments, combining fundamental and technical analysis and making use of margin and options (including writing) and frequent trading when appropriate. DRIA operates with full investment discretion for the Fund, receives research via soft-dollar arrangements with brokers, and charges performance-based compensation (a 20% preferred profit participation) in addition to a management fee.
Noteworthy for a manager of pooled vehicles, the firm is considered to have custody under the rules while not taking physical possession of assets, with Fund assets held at custodians Wedbush Securities and Computershare — an arrangement that differs from most peers in this category. The firm is small and centralized (managed by a single management person), maintains a stated $250,000 Fund minimum (waivable at the adviser’s discretion), and restricts client eligibility to accredited/high-net-worth investors.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Options & derivatives strategies
Fee options
1.0% annually (charged monthly as 1/12th of 1%)
20% Preferred Profit Participation on new profits (performance-based fee)
Account minimum: $250,000 Fee-only: Management fee of 1.0% annually (charged monthly) and performance-based fee of 20% of new profits (Preferred Profit Participation)
Main office location
Davis-Ross Investment Advisers, LLC
6215 Northgate Rd., Apt. C
Columbus OH 43229, United States
Number of offices
1
Most active in
Davis-Ross Investment Advisers, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Forms ADV
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