{
  "crd_number": 118598,
  "slug": "terrance-p-davis-cpa-pfs-st-louis-mo-118598",
  "primary_business_name": "TERRANCE P DAVIS CPA/PFS",
  "legal_name": "DAVIS, TERRANCE P",
  "dbas": [],
  "city": "St. Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2006-01-18",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2020-02-28",
  "carried_forward": false,
  "raum_total": 91000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 91000000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5400000.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 85600000.0,
      "count": 37
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MO"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/118598",
  "city_as_filed": "ST. LOUIS",
  "url": "https://advisorcensus.com/firm/terrance-p-davis-cpa-pfs-st-louis-mo-118598",
  "display_name": "Terrance P Davis CPA/PFS",
  "summary": "Terrance P Davis CPA/PFS is a state-registered investment advisory firm in St. Louis, MO, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 28, 2020.",
  "citation": "AdvisorCensus. Terrance P Davis CPA/PFS (CRD 118598): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "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 Terrance P Davis CPA/PFS compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Terrance P Davis CPA/PFS reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Terrance P Davis CPA/PFS located?",
      "a": "Terrance P Davis CPA/PFS' principal office is in St. Louis, MO, according to its Form ADV."
    },
    {
      "q": "Is Terrance P Davis CPA/PFS registered with the SEC or a state?",
      "a": "Terrance P Davis CPA/PFS is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 118598."
    },
    {
      "q": "How much does Terrance P Davis CPA/PFS manage?",
      "a": "Terrance P Davis CPA/PFS reports $91,000,000 in regulatory assets under management in its Form ADV filing dated February 28, 2020 (0% discretionary)."
    },
    {
      "q": "What types of clients does Terrance P Davis CPA/PFS serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Does Terrance P Davis CPA/PFS report any disciplinary disclosures?",
      "a": "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/118598"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/terrance-p-davis-cpa-pfs-st-louis-mo-118598.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 5400000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 85600000.0
    }
  ],
  "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/118598",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}