# Davis Investment Group, Ltd.

> Davis Investment Group, Ltd. is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 124688
- Filed as: DAVIS INVESTMENT GROUP, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124688
- AdvisorCensus page: https://advisorcensus.com/firm/davis-investment-group-ltd-124688

## Quick answers

**How is Davis Investment Group, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Davis Investment Group, Ltd. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Davis Investment Group, Ltd. registered with the SEC or a state?**
Davis Investment Group, Ltd. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 124688.

**How much does Davis Investment Group, Ltd. manage?**
Davis Investment Group, Ltd. reports $34,596,641 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (54% discretionary).

**What types of clients does Davis Investment Group, Ltd. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Davis Investment Group, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124688

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $34,596,641
- Discretionary: $18,651,029
- Non-discretionary: $15,945,612

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $329,420 |
| High net worth individuals | 5 | $34,267,221 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Davis Investment Group, Ltd. (CRD 124688): Form ADV filing data as of October 2026.