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DAVIS FINANCIAL MANAGEMENT, INC.

OVERLAND PARK, KS · CRD 143410 · IAPD ↗ · davisfinancialmanagement.com · (913) 890-7279

$144.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — DAVIS FINANCIAL MANAGEMENT, INC. notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — DAVIS FINANCIAL MANAGEMENT, INC. moved its main office from LEAWOOD, KS to OVERLAND PARK, KS.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
March 2024 — DAVIS FINANCIAL MANAGEMENT, INC. (LEAWOOD, KS) is newly SEC-registered with $109.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.