DAVIES FINANCIAL ADVISORS, INC.

CRD 139764File 801-126564

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$123.1M

Bottom 25% of cohort (national)

Discretionary AUM

$123.1M

Clients

171

173 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Sep 15, 2022
Principal office: 25109 JEFFERSON AVE, SUITE 205, MURRIETA, CA, 92562
Phone: 951-677-3960
Website: HTTP://WWW.AJDAVIES.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $123.1M
Discretionary AUM: $123.1M
Non-discretionary AUM: $0
Discretionary accounts: 173
Non-discretionary accounts: 0
Total accounts: 173
AUM per client: $720K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	46	$31.5M
Charitable organizations	Fewer than 5	$1.7M
High net worth individuals	21	$64.6M
Individuals (other than high net worth individuals)	104	$25.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.