{
  "crd_number": 107015,
  "slug": "d-a-c-davis-investment-counsel-inc-toronto-ontario-107015",
  "primary_business_name": "D.A.C. DAVIS INVESTMENT COUNSEL, INC.",
  "legal_name": "D.A.C. DAVIS INVESTMENT COUNSEL, INC.",
  "dbas": [],
  "city": "Toronto, Ontario",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-01-31",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-06-24",
  "carried_forward": false,
  "raum_total": 12911532.0,
  "raum_discretionary": 12911532.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 0,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5457678.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 7453854.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NH"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107015",
  "city_as_filed": "TORONTO, ONTARIO",
  "url": "https://advisorcensus.com/firm/d-a-c-davis-investment-counsel-inc-toronto-ontario-107015",
  "display_name": "D.A.C. Davis Investment Counsel, Inc.",
  "summary": "D.A.C. Davis Investment Counsel, Inc. is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 1991, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.",
  "citation": "AdvisorCensus. D.A.C. Davis Investment Counsel, Inc. (CRD 107015): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is D.A.C. Davis Investment Counsel, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), D.A.C. Davis Investment Counsel, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is D.A.C. Davis Investment Counsel, Inc. located?",
      "a": "D.A.C. Davis Investment Counsel, Inc.'s principal office is in Toronto, Ontario, Canada, according to its Form ADV."
    },
    {
      "q": "Is D.A.C. Davis Investment Counsel, Inc. registered with the SEC or a state?",
      "a": "D.A.C. Davis Investment Counsel, Inc. is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107015."
    },
    {
      "q": "How much does D.A.C. Davis Investment Counsel, Inc. manage?",
      "a": "D.A.C. Davis Investment Counsel, Inc. reports $12,911,532 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have D.A.C. Davis Investment Counsel, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for D.A.C. Davis Investment Counsel, Inc.: Regulatory assets under management: $12,418,677 in the October 2021 data and $12,911,532 in the October 2026 data, up 4%. Total employees: 11 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does D.A.C. Davis Investment Counsel, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (2)."
    },
    {
      "q": "Which custodians does D.A.C. Davis Investment Counsel, Inc. use?",
      "a": "D.A.C. Davis Investment Counsel, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Nbin Inc. and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does D.A.C. Davis Investment Counsel, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107015"
    },
    {
      "q": "What changed in D.A.C. Davis Investment Counsel, Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 12418677.0,
      "total_employees": 11,
      "filing_date": "2021-06-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 13722490.0,
      "total_employees": 10,
      "filing_date": "2022-06-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 12680765.0,
      "total_employees": 11,
      "filing_date": "2023-06-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 12912451.0,
      "total_employees": 10,
      "filing_date": "2024-06-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12259790.0,
      "total_employees": 0,
      "filing_date": "2025-06-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 12911532.0,
      "total_employees": 0,
      "filing_date": "2026-06-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Nbin Inc.",
      "name_as_filed": "NBIN INC.",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/d-a-c-davis-investment-counsel-inc-toronto-ontario-107015.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 5457678.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": false,
      "raum": 7453854.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107015",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}