# McDavid & Company Wealth Management Services

> McDavid & Company Wealth Management Services is a state-registered investment advisory firm in Gainesville, FL, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 142187
- Filed as: MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES
- Legal name: William McDavid & Co., PA
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gainesville, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142187
- AdvisorCensus page: https://advisorcensus.com/firm/mcdavid-and-company-wealth-management-services-gainesville-fl-142187

## Quick answers

**How is McDavid & Company Wealth Management Services compensated?**
On its Form ADV (Item 5.E, October 2026), McDavid & Company Wealth Management Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McDavid & Company Wealth Management Services located?**
McDavid & Company Wealth Management Services' principal office is in Gainesville, FL, according to its Form ADV.

**Is McDavid & Company Wealth Management Services registered with the SEC or a state?**
McDavid & Company Wealth Management Services is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 142187.

**How much does McDavid & Company Wealth Management Services manage?**
McDavid & Company Wealth Management Services reports $28,418,524 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does McDavid & Company Wealth Management Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (9); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does McDavid & Company Wealth Management Services 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/142187

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,418,524
- Discretionary: $28,418,524
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $10,975,826 |
| High net worth individuals | 9 | $15,256,694 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,186,004 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mcdavidadvisors.com](https://mcdavidadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McDavid & Company Wealth Management Services (CRD 142187): Form ADV filing data as of October 2026.