DAVIS FINANCIAL MANAGEMENT, INC.
SEC RegisteredProviding Direction For Your Financial Future
About the firm
Davis Financial Management, Inc. (DFM) provides fee-only comprehensive financial planning, investment advisory and consulting services to individuals and businesses. DFM receives no third-party commissions, ensuring advisors have no conflicts of interest. The firm's mission is to develop personal relationships with clients to provide advice aligned with each client's goals and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only comprehensive financial planning, investment advisory and consulting services
Who they serve
Individuals and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $1.6M |
| High Net Worth Individuals | 51 | $91M |
| Charitable Organizations | 22 | $52M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.80% |
| Next $2,000,000 | 0.70% |
| Next $5,000,000 | 0.50% |
| Above $10,000,000 | 0.00% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DAVIS FINANCIAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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