Reg Davis Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reg Davis Investments, LLC provides investment supervisory services and consultation primarily to individual clients, managing portfolios that emphasize individual equities, exchange-traded funds and mutual funds. The firm offers ongoing asset management and may supplement advice with subscription-based electronic newsletters and special reports.
The firm uses technical, fundamental and economic analysis and pursues strategic and tactical asset allocation, including the use of long- and short-term positions and potential global diversification. Accounts are generally managed on a discretionary basis, reviewed quarterly, and the firm describes its approach with attention to common risks such as market, interest-rate, liquidity and currency risk.
A noteworthy feature is that the adviser is insurance-licensed yet states it operates as a fee-only firm and does not accept commissions or sell insurance products, a combination that is uncommon among peers. The brochure also notes the firm does not custody client assets and does not vote client proxies, instead relying on a recommended custodian to deliver account statements directly to clients.
Client services
Expertise
Fee options
0.25% to 2.0% annually
Account minimum: $5,000 Fee-only: Firm is strictly fee-only; no commissions or other compensation accepted.
Main office
Grand Prairie TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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