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DAVIS INVESTMENT PARTNERS, LLC

CHARLOTTE, NC · CRD 318783 · IAPD ↗ · davisinvestmentpartners.com · (704) 741-4200

$390.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2025 — DAVIS INVESTMENT PARTNERS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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