# Terrance P Davis CPA/PFS

> 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.

- CRD: 118598
- Filed as: TERRANCE P DAVIS CPA/PFS
- Legal name: Davis, Terrance P
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: February 28, 2020
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118598
- AdvisorCensus page: https://advisorcensus.com/firm/terrance-p-davis-cpa-pfs-st-louis-mo-118598

## Quick answers

**How is Terrance P Davis CPA/PFS compensated?**
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).

**Where is Terrance P Davis CPA/PFS located?**
Terrance P Davis CPA/PFS' principal office is in St. Louis, MO, according to its Form ADV.

**Is Terrance P Davis CPA/PFS registered with the SEC or a state?**
Terrance P Davis CPA/PFS is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 118598.

**How much does Terrance P Davis CPA/PFS manage?**
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).

**What types of clients does Terrance P Davis CPA/PFS serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (8).

**Does Terrance P Davis CPA/PFS 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/118598

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $91,000,000
- Discretionary: $0
- Non-discretionary: $91,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $5,400,000 |
| High net worth individuals | 37 | $85,600,000 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO
- 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. Terrance P Davis CPA/PFS (CRD 118598): Form ADV filing data as of October 2026.