D
Davis Investment Group, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,596,641
Total clients
5
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$6,919,328
About
Davis Investment Group provides investment advisory services to individuals, high net worth clients, trusts, estates, and businesses. The firm offers both discretionary and non‑discretionary portfolio management, retirement‑account advice (including ERISA rollover guidance), and may implement client strategies directly or through unaffiliated money managers and investment platforms.
The adviser uses fundamental analysis and generally pursues a long‑term investment approach, constructing customized portfolios that emphasize low‑cost, diversified mutual funds and ETFs while also using individual stocks, bonds, or legacy positions when appropriate for tax or portfolio‑fit reasons. DIG works with clients to establish investment policy statements, strategic asset allocations, and ongoing monitoring — including rebalancing, cash management, and occasional shorter‑term trades to meet client objectives.
A distinctive feature of the firm is that it does not charge an investment advisory fee; clients instead incur custody, transaction, mutual fund/ETF, and any independent manager or platform fees, and DIG maintains an institutional relationship with its recommended custodian that provides software, support, and other economic benefits. The firm also manages a relatively large asset base for a very small client roster and has operated since the mid‑1990s, making its fee arrangement and custodian relationship notable relative to peers.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
Account minimum: $1,000,000
Main office location
Davis Investment Group, Ltd.
Hailey ID, United States
Number of offices
1
Most active in
Davis Investment Group, Ltd. has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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