{
  "crd_number": 143410,
  "slug": "davis-financial-management-inc-overland-park-ks-143410",
  "primary_business_name": "DAVIS FINANCIAL MANAGEMENT, INC.",
  "legal_name": "DAVIS FINANCIAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-02-28",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 144649000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 144649000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1620000.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 51567000.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 91462000.0,
      "count": 51
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "HI",
    "KS",
    "TX"
  ],
  "websites": [
    "https://davisfinancialmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143410",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/davis-financial-management-inc-overland-park-ks-143410",
  "display_name": "Davis Financial Management, Inc.",
  "summary": "Davis Financial Management, Inc. is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Davis Financial Management, Inc. (CRD 143410): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Davis Financial Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Davis Financial Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Davis Financial Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $1,500 to $8,000 (Initial consultation Financial Planning fees); Hourly rate: $250 an hour (Initial consultation Financial Planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Davis Financial Management, Inc. located?",
      "a": "Davis Financial Management, Inc.'s principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Davis Financial Management, Inc. registered with the SEC or a state?",
      "a": "Davis Financial Management, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 143410."
    },
    {
      "q": "How much does Davis Financial Management, Inc. manage?",
      "a": "Davis Financial Management, Inc. reports $144,649,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary)."
    },
    {
      "q": "How have Davis Financial Management, Inc.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Davis Financial Management, Inc.: Regulatory assets under management: $109,806,000 in the October 2024 data and $144,649,000 in the October 2026 data, up 32%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Davis Financial Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (51); pension and profit sharing plans (but not the plan participants or government pension plans) (22); individuals (other than high net worth individuals) (5)."
    },
    {
      "q": "Which custodians does Davis Financial Management, Inc. use?",
      "a": "Davis Financial Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Davis Financial Management, 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/143410"
    },
    {
      "q": "What changed in Davis Financial Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $125,562,000 to $144,649,000 (+15%). Registered or notice-filed in HI."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 109806000.0,
      "total_employees": 1,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 125562000.0,
      "total_employees": 1,
      "filing_date": "2025-02-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 144649000.0,
      "total_employees": 1,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $125,562,000 to $144,649,000 (+15%).",
        "Registered or notice-filed in HI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 to $8,000 (Initial consultation Financial Planning fees)",
      "Hourly rate: $250 an hour (Initial consultation Financial Planning fees)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $8,000 (Initial consultation Financial Planning fees)"
        ],
        "quotes": [
          "As a fixed fee, typically ranging from $1,500 to $8,000. Fixed fees are quoted to a client based on an estimate of the time required to complete the service"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Initial consultation Financial Planning fees)"
        ],
        "quotes": [
          "On an hourly basis, typically charged at $250 per hour, depending on the nature and the complexity of each client's circumstances"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 8000.0,
          "period": "one_time",
          "service": "Initial consultation Financial Planning fees"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Initial consultation Financial Planning fees"
        }
      ]
    },
    "quotes": [
      "As a fixed fee, typically ranging from $1,500 to $8,000. Fixed fees are quoted to a client based on an estimate of the time required to complete the service",
      "On an hourly basis, typically charged at $250 per hour, depending on the nature and the complexity of each client's circumstances"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Matrix Trust Company",
      "name_as_filed": "MATRIX TRUST COMPANY",
      "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/davis-financial-management-inc-overland-park-ks-143410.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1620000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 91462000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 51567000.0
    }
  ],
  "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/143410",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}