Davisson Investment, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,421,550
Clients
6
Advisors
1
of 1 employees
About
Davisson Investment, LLC provides discretionary portfolio management and related advisory services to individuals, trusts, estates, charitable organizations, and corporations, using percentage-of-AUM and hourly billing for planning work. Client assets are held at a third‑party broker-dealer and advisory relationships include ongoing monitoring, periodic rebalancing, and annual strategy reviews.
The firm’s investment approach is rooted in fundamental analysis with a predominately long‑term buying strategy and occasional short‑term trades, implemented through asset allocation and security selection tailored to each client’s goals and risk tolerance. The adviser typically exercises investment discretion, explains trading strategies before engagement, and maintains a written code of ethics and procedures governing personal trading and conflicts of interest.
What is noteworthy about this small, solo adviser is its client mix: in addition to individual and estate clients it explicitly serves charitable organizations and corporations, client types that are less common among similar independent firms. The firm also documents that a minority of revenue can come from advisory work outside investment supervisory services, requires formal educational standards for its representatives, and maintains specific personal‑trading controls and disclosure procedures for transactions the adviser may personally hold.
Client services
Expertise
Fee options
$0 - $15,000,000: 2.0% $15,000,000+: 1.50%
$65 to $120 per hour
Minimum fee: $500 minimum per client account Fee-only: Fees are on a fee-only basis for managed accounts (in arrears)
Main office
14 Patterson Lane
Newington NH 03801
Advisors at this office
1
Most active in
New Hampshire
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.
Forms ADV
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