Davis, Davis and Conover Wealth Management, LLC

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Client assets under management

$144,878,543

Clients

186

25% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$778,917

About

Davis, Davis and Conover is an SEC-registered investment adviser managing about $144.9 million in discretionary assets for roughly 186 clients and staffed by three advisors. The firm primarily serves individual and high-net-worth clients, as well as related entities such as trusts, estates and retirement accounts, and offers wealth management, written financial planning, and consulting services with a $250,000 typical minimum for managed accounts.

The firm provides discretionary portfolio management guided by client-stated objectives and documented risk questionnaires, and uses fundamental analysis and asset-allocation principles with an emphasis on retirement income planning and total-portfolio management. Davis, Davis and Conover prepares comprehensive written financial plans, may engage in both short- and long-term trading, and monitors accounts on an ongoing basis with at least annual reviews.

What distinguishes the firm among similarly sized supported advisers is that its wealth management is offered under a wrap-fee program (see Form ADV Part 2A, Appendix 1) and several of its investment adviser representatives are licensed insurance agents who may sell insurance products and receive customary commissions, a conflict the brochure discloses and addresses. The brochure also discloses the firm’s recommended custodian relationship with Raymond James and that it receives certain research and soft-dollar benefits, operational features that the firm highlights in its compliance disclosures.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy General retirement planning Charitable giving & philanthropy Cash flow / budgeting

Fee options

Fixed

Financial planning fixed fees range from $1,500 to $5,000

Project-based

Consulting services charged at $250/hour, negotiable; financial planning termination fees billed at $250/hour

Other

Account minimum: $250,000 Fee-only: Financial planning fixed fees range from $1,500 to $5,000; consulting services charged at $250/hour, negotiable

Main office location

Davis, Davis and Conover Wealth Management, LLC

3102 West End Ave, Suite 400

Nashville TN 37203, United States

Number of offices

Most active in

Alabama · Florida · Kentucky · Mississippi · New Hampshire · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 615-324-7825

Advisors at this firm

Zachary E

Series 66

Nashville, TN

Davis, Davis and Conover Wealth Management, LLC

Zachary Eidson is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with 17 years of industry experience. He worked at UBS from 2004 to 2017 before joining his current firm in 2017. Davis, Davis and Conover Wealth Management provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement accounts. The firm integrates comprehensive financial planning with portfolio management, using client risk questionnaires and fundamental analysis to guide asset allocation and total-portfolio strategies.

Retirement income strategy General retirement planning Charitable giving & philanthropy Cash flow / budgeting

Tyree D

Series 65

Nashville, TN

Davis, Davis and Conover Wealth Management, LLC

Tyree Dean is a financial advisor at Davis, Davis and Conover Wealth Management, LLC in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at AirSculpt for three years and attended Western Kentucky University. Davis, Davis and Conover Wealth Management, LLC provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement accounts. The firm combines comprehensive financial planning with portfolio management, using client risk questionnaires and fundamental analysis to guide asset allocation and total-portfolio strategies.

Retirement income strategy General retirement planning Charitable giving & philanthropy Cash flow / budgeting

Carolyn C

CFP®, Series 66

Nashville, TN

Davis, Davis and Conover Wealth Management, LLC

Carolyn Conover is a CFP® and holds a Series 66 license with 15 years of experience in the financial services industry. She has worked at Davis, Davis and Conover Wealth Management, LLC since 2017 and previously was with TBH Advisors, LLC and UBS Financial Services. Davis, Davis and Conover Wealth Management, LLC provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement accounts. The firm integrates comprehensive financial planning with portfolio management, using client risk questionnaires and fundamental analysis to guide asset allocation and total-portfolio strategies.

Retirement income strategy General retirement planning Charitable giving & philanthropy Cash flow / budgeting

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