DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
Adviser information for DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 528 | $156.0M |
| Non-Discretionary | 0 | $0 |
| Total | 528 | $156.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 117 | $38.8M |
| HNW Individuals | 40 | $117.2M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 156.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| FORWARD-LOOKING SOLUTIONS | DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-113620 |
|---|---|
| SEC ERA File Number | 801-113620 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 286575 |
| Legal Entity Identifier | None |
Principal Office
3102 WEST END AVESUITE 400
NASHVILLE
TN
United States
Monday - Friday, 8-4
Tel: 615-324-7825, Fax: None
Websites
Chief Compliance Officer
CAROLYN CONOVER
3102 WEST END AVE
SUITE 400
NASHVILLE
TN
United States
Tel:
615-324-7825
C**************@************M
(Full email address available in API data)
Regulatory Contact
BRYAN GORT
2987 CLAIRMONT ROAD
SUITE 200
ATLANTA
GA
United States
Tel:
404-490-4060
B****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EIDSON, ZACHARY, SCOTT | Individual | – | MEMBER | 01/2021 | 50-75% |
| CONOVER, CAROLYN, C | Individual | – | MEMBER & CHIEF COMPLIANCE OFFICER | 01/2017 | 25-50% |