Davis Investment Partners, LLC

Davis Investment Partners, LLC (CRD# 318783) is a financial advisory firm headquartered in Charlotte, NC. They manage $359,199,809 in 473 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
4521 Sharon Road, Suite 375, Charlotte, NC 28211
https://davisinvestmentpartners.com
By the Numbers
  • Total Assets Under Management
    359
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $759,408
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, SC, TX, VA

Financial Advisors at Davis Investment Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James Davis, financial advisor Charlotte NC
James L. Davis
CRD#: 1113590
4521 Sharon Road, Suite 375, Charlotte, NC 28211

James Davis (CRD# 1113590) is an Investment Advisor Representative working at Davis Investment Partners, LLC in Charlotte, NC and has over 41 years of experience in the finance industry.

2
Victor Davis, financial advisor Charlotte NC
Victor J. Davis
CRD#: 6854537
4521 Sharon Road, Suite 375, Charlotte, NC 28211

Victor Davis (CRD# 6854537) is an Investment Advisor Representative working at Davis Investment Partners, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.

3
Olivia Green, financial advisor Charlotte NC
Olivia B. Green
CRD#: 7642891
4521 Sharon Road, Suite 375, Charlotte, NC 28211

Olivia Green (CRD# 7642891) is an Investment Advisor Representative working at Davis Investment Partners, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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