← Directory
DAVIS INVESTMENT PARTNERS, LLC
CRD 318783File 801-123320
APPROVED
Retail clients
Custody
Filing as of Jan 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$390.0M
Below cohort median (national)
Discretionary AUM
$380.9M
Non-discretionary $9.1M
Clients
174
452 accounts
Employees
3
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 28, 2022
- Principal office
- 4521 SHARON ROAD, SUITE 375, CHARLOTTE, NC, 28211
- Phone
- (704) 741-4200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $390.0M
- Discretionary AUM
- $380.9M
- Non-discretionary AUM
- $9.1M
- Discretionary accounts
- 448
- Non-discretionary accounts
- 4
- Total accounts
- 452
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 84 | $357.4M |
| Individuals (other than high net worth individuals) | 90 | $32.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.