Davis Investment Partners, LLC

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Client assets under management

$390,005,596

Clients

174

48% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$2,241,411

About

Davis Investment Partners serves individuals, high‑net‑worth clients, families, trusts, estates and small businesses with discretionary wealth management, financial planning, retirement account advice and bond consulting. The firm manages portfolios using individual equities, ETFs, mutual funds and bonds, and generally charges percentage‑of‑AUM advisory fees in line with common industry practice.

The firm’s investment approach combines fundamental and technical analysis with a primarily long‑term orientation; portfolios are constructed to match client goals and risk tolerance but may be rebalanced or traded on shorter time horizons for tax, liquidity, or market‑driven reasons. Davis Investment Partners typically implements discretionary strategies and emphasizes customized asset allocation and share‑class selection to align with client objectives.

What distinguishes the firm is its small advisory team managing roughly $390 million in AUM despite being founded in 2022, a scale and growth rate that are atypical for a two‑advisor practice. The firm maintains an institutional relationship with Raymond James that supplies platform technology, research and launch reimbursements, and it also offers separate fixed‑fee bond consulting engagements and an explicit practice of selecting no‑transaction‑cost or institutional mutual fund share classes when custodial constraints permit.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Fixed

Bond consulting services fixed annual fee from $1,000 to $10,000, negotiated based on scope

Percentage

0.50% to 1.50% annually (range based on factors; exact tiers not specified)

Other

Account minimum: $500,000 Fee-only: Wealth management fees based on AUM; bond consulting offered on fixed annual fee basis ($1,000 to $10,000, negotiated)

Main office location

Davis Investment Partners, LLC

4521 Sharon Road, Suite 375

Charlotte NC 28211, United States

Number of offices

Most active in

Florida · North Carolina · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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

LinkedIn Website (704) 741-4200

Advisors at this firm

Olivia G

Series 65

Charlotte, NC

Davis Investment Partners, LLC

Olivia Green is a financial advisor at Davis Investment Partners, LLC with a Series 65 designation and three years of industry experience. She has worked at Davis Investment Partners since 2022 and previously held positions at GRAYCO, RKW Residential, and Kane Residential. Olivia attended North Carolina State University from 2013 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm combines fundamental and technical analysis with a primarily long-term investment orientation, emphasizing customized asset allocation and share-class selection to align with client objectives.

Wealth management

Victor D

Series 66

Charlotte, NC

Davis Investment Partners, LLC

Victor Davis is a financial advisor at Davis Investment Partners, LLC in Charlotte, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Davis Investment Partners in 2022, he worked at Raymond James & Associates from 2019 to 2022 and at Sonic Automotive from 2018 to 2019. He also has a background at Clemson University from 2014 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, emphasizing customized asset allocation and share-class selection to meet client objectives.

Wealth management

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