{"url":"https://nivawealth.com/firms/davis-wealth-advisors-287736","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/287736","regulatoryAum":197149289,"crd":"287736","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5089384","suffix":null,"lastName":"DAVIS","firstName":"MELINDA","middleName":"KAY"},{"crd":"7853342","suffix":null,"lastName":"Gibbons","firstName":"Zachary","middleName":"Scott"},{"crd":"5879108","suffix":null,"lastName":"GRIEBEL","firstName":"STEPHANIE","middleName":"CASTONGUAY"},{"crd":"8304633","suffix":null,"lastName":"Xavier","firstName":"Patrick","middleName":"Joseph"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-25","regulatoryAum":135791193,"clients":79,"employees":4,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":158750758,"clients":85,"employees":4,"offices":1},{"filedOn":"2026-07-06","regulatoryAum":197149289,"clients":92,"employees":6,"offices":5}],"secFileNumber":"801-130754","legalName":"Davis Wealth Advisors LLC","displayName":"Davis Wealth Advisors","slug":"davis-wealth-advisors-287736","website":"https://daviswealthadvisors.net/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/287736/867d872ec80bf4bb-r1.webp","tone":"light","width":703,"height":200,"sourceUrl":"https://www.daviswealthadvisors.net/","sourceLabel":"Davis Wealth Advisors, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/27111657/","founded":null,"organization":"New Hampshire limited liability company","fiscalYearEnd":"December","headquarters":{"street":"12 Stiles Road, Suite 203","city":"Salem","state":"NH","stateName":"New Hampshire","country":"United States","postalCode":"03079"},"tradeNames":[],"registration":{"secApproved":"26 July 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2163150.114942529,"staff":{"employees":6,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":197149289,"discretionary":186176100,"discretionaryAccounts":534,"nonDiscretionary":10973189,"nonDiscretionaryAccounts":23,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":6},"clientTypes":[{"label":"Individuals (other than HNW)","clients":15,"regulatoryAum":4284428},{"label":"High-net-worth individuals","clients":72,"regulatoryAum":183909632},{"label":"Pension and profit-sharing plans","clients":3,"fewerThan5":true,"regulatoryAum":7624243},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":1330986}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"marginal","fee_tiers":[{"to":2000000,"pct":0.8,"from":0},{"to":5000000,"pct":0.7,"from":2000000},{"to":10000000,"pct":0.55,"from":5000000},{"to":null,"pct":0.45,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046875","versionId":1046875,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-01","documentName":"DAVIS WEALTH ADVISORS ADV PART 2A AMENDMENT V.06.01.26","fee_rate_low":0.45,"fee_rate_high":0.8,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":15000},{"role":"other","program":"3(38) Fiduciary Services","summary":"Fiduciary services for a plan under section 3(38) are 0.80% to 0.45% of plan assets by balance band, billed quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046875","versionId":1046875,"submittedOn":"2026-06-01","documentName":"DAVIS WEALTH ADVISORS ADV PART 2A AMENDMENT V.06.01.26"},{"role":"other","program":"Pension Consulting Services","summary":"Pension consulting for employee benefit plans is 0.55% to 0.20% of plan assets by balance band, or a fixed fee of $1,500 to $30,000 a year.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046875","versionId":1046875,"submittedOn":"2026-06-01","documentName":"DAVIS WEALTH ADVISORS ADV PART 2A AMENDMENT V.06.01.26"},{"role":"other","program":"Stand-Alone Financial Planning and Consulting","summary":"Fixed-fee planning is $6,000 to $15,000 or hourly at $300; ongoing planning retainers run $15,000 to $60,000 a year; consulting is $300 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046875","versionId":1046875,"submittedOn":"2026-06-01","documentName":"DAVIS WEALTH ADVISORS ADV PART 2A AMENDMENT V.06.01.26"},{"role":"other","program":"Wealth Management Financial Planning Fee","summary":"A fixed financial planning fee of $6,000 to $20,000, based on service needs and planning complexity, is billed quarterly in advance on top of the investment management fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046875","versionId":1046875,"submittedOn":"2026-06-01","documentName":"DAVIS WEALTH ADVISORS ADV PART 2A AMENDMENT V.06.01.26"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:43:09.073589+00:00","documents":[{"name":"DAVIS WEALTH ADVISORS ADV PART 2A AMENDMENT V.06.01.26","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046875","versionId":1046875,"submittedOn":"2026-06-01"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":190298473}],"custodyNote":"Davis Wealth Advisors has custody of $97.2M in client assets for 54 clients.","leadership":[{"name":"Melinda Davis","title":"Managing Member/Chief Compliance Officer","crd":"5089384"}],"ownership":[{"label":"Melinda Davis","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since February 2017."}],"filedOffices":{"otherThanPrincipal":4,"privateResidences":4},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Hampshire","offices":1,"addresses":[{"street":"12 Stiles Road, Suite 203","city":"Salem","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"603-836-3477","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops","Other"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":33},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":57},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"6 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/287736/PDF/287736.pdf","brochureDate":"1 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046875","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Davis Wealth Advisors have?","answer":"Davis Wealth Advisors has 92 clients and manages $197 million for them, as of July 2026. They include 72 high-net-worth individuals, 15 individual clients, and 3 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Davis Wealth Advisors offer?","answer":"Davis Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Davis Wealth Advisors charge?","answer":"Davis Wealth Advisors charges 0.45%–0.80% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $15,000 annual minimum.","source":"DAVIS WEALTH ADVISORS ADV PART 2A AMENDMENT V.06.01.26, filed 1 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Davis Wealth Advisors use?","answer":"Davis Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $190M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Davis Wealth Advisors have?","answer":"Davis Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Davis Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Davis Wealth Advisors’ separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 8% cash and equivalents and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Davis Wealth Advisors?","answer":"Davis Wealth Advisors’ direct owner is Melinda Davis (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Davis Wealth Advisors get paid?","answer":"Davis Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Davis Wealth Advisors registered with the SEC?","answer":"Yes, Davis Wealth Advisors has been registered with the SEC as an investment adviser since 26 July 2024. Its CRD number is 287736 and its SEC file number is 801-130754.","source":"Form ADV Part 1A, Item 1, filed 6 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Davis Wealth Advisors?","answer":"Davis Wealth Advisors’ main office is at 12 Stiles Road, Suite 203, Salem, NH 03079. Its phone number is 603-836-3477. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}