# Davis Investment Partners, LLC

> 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.

- CRD: 318783
- Filed as: DAVIS INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318783
- AdvisorCensus page: https://advisorcensus.com/firm/davis-investment-partners-llc-charlotte-nc-318783

## Quick answers

**How is Davis Investment Partners, LLC compensated?**
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).

**How much does Davis Investment Partners, LLC charge?**
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); Flat fee: $1,000 to $10,000 a year (Bond consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Davis Investment Partners, LLC located?**
Davis Investment Partners, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Davis Investment Partners, LLC registered with the SEC or a state?**
Davis Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318783.

**How much does Davis Investment Partners, LLC manage?**
Davis Investment Partners, LLC reports $390,005,596 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (98% discretionary).

**How have Davis Investment Partners, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Davis Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (84).

**Which custodians does Davis Investment Partners, LLC use?**
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.

**Does Davis Investment Partners, LLC report any disciplinary disclosures?**
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

**Does Davis Investment Partners, LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Davis Investment Partners generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion.

- Flat fee: $1,000 to $10,000 a year (Bond consulting services)

> Bond consulting services are contracted separately. Davis Investment Partners offers bond consulting services on an annual fixed engagement fee. Fixed fee engagements for this service range from $1,000 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $390,005,596
- Discretionary: $380,928,972
- Non-discretionary: $9,076,624

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $32,623,415 |
| High net worth individuals | 84 | $357,382,181 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- davisinvestmentpartners.com
- LinkedIn @davis-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $328,398,245 | 3 | June 30, 2022 |
| October 2023 | $338,113,057 | 4 | September 6, 2023 |
| October 2024 | $359,199,809 | 4 | February 15, 2024 |
| October 2025 | $377,142,450 | 3 | March 28, 2025 |
| October 2026 | $390,005,596 | 3 | January 22, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Davis Investment Partners, LLC (CRD 318783): Form ADV filing data as of October 2026.