{
  "crd_number": 318783,
  "slug": "davis-investment-partners-llc-charlotte-nc-318783",
  "primary_business_name": "DAVIS INVESTMENT PARTNERS, LLC",
  "legal_name": "DAVIS INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-02-28",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-01-22",
  "carried_forward": false,
  "raum_total": 390005596.0,
  "raum_discretionary": 380928972.0,
  "raum_non_discretionary": 9076624.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 32623415.0,
      "count": 90
    },
    "high_net_worth_individuals": {
      "raum": 357382181.0,
      "count": 84
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://davisinvestmentpartners.com",
    "https://linkedin.com/company/davis-investment-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318783",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/davis-investment-partners-llc-charlotte-nc-318783",
  "display_name": "Davis Investment Partners, LLC",
  "summary": "Davis Investment Partners, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.",
  "citation": "AdvisorCensus. Davis Investment Partners, LLC (CRD 318783): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Davis Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Davis Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Davis Investment Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 22, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Davis Investment Partners, LLC located?",
      "a": "Davis Investment Partners, LLC's principal office is in Charlotte, NC, according to its Form ADV."
    },
    {
      "q": "Is Davis Investment Partners, LLC registered with the SEC or a state?",
      "a": "Davis Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318783."
    },
    {
      "q": "How much does Davis Investment Partners, LLC manage?",
      "a": "Davis Investment Partners, LLC reports $390,005,596 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (98% discretionary)."
    },
    {
      "q": "How have Davis Investment Partners, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Davis Investment Partners, LLC: Regulatory assets under management: $328,398,245 in the October 2022 data and $390,005,596 in the October 2026 data, up 19%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Davis Investment Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (84)."
    },
    {
      "q": "Which custodians does Davis Investment Partners, LLC use?",
      "a": "Davis Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Davis Investment Partners, LLC 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/318783"
    },
    {
      "q": "Does Davis Investment Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 22, 2026 says: \"Davis Investment Partners generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion.\""
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 328398245.0,
      "total_employees": 3,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 338113057.0,
      "total_employees": 4,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 359199809.0,
      "total_employees": 4,
      "filing_date": "2024-02-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 377142450.0,
      "total_employees": 3,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 390005596.0,
      "total_employees": 3,
      "filing_date": "2026-01-22"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees range from 0.50% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Davis Investment Partners generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees range from 0.50% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "Davis Investment Partners generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, 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/davis-investment-partners-llc-charlotte-nc-318783.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 32623415.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 84,
      "fewer_than_5": false,
      "raum": 357382181.0
    }
  ],
  "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/318783",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}