D
Davisson Investment, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,421,550
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
6
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$3,070,258
About
Davisson Investment, LLC provides discretionary portfolio management and related advisory services to individuals, trusts, estates, charitable organizations, and corporations, using percentage-of-AUM and hourly billing for planning work. Client assets are held at a third‑party broker-dealer and advisory relationships include ongoing monitoring, periodic rebalancing, and annual strategy reviews.
The firm’s investment approach is rooted in fundamental analysis with a predominately long‑term buying strategy and occasional short‑term trades, implemented through asset allocation and security selection tailored to each client’s goals and risk tolerance. The adviser typically exercises investment discretion, explains trading strategies before engagement, and maintains a written code of ethics and procedures governing personal trading and conflicts of interest.
What is noteworthy about this small, solo adviser is its client mix: in addition to individual and estate clients it explicitly serves charitable organizations and corporations, client types that are less common among similar independent firms. The firm also documents that a minority of revenue can come from advisory work outside investment supervisory services, requires formal educational standards for its representatives, and maintains specific personal‑trading controls and disclosure procedures for transactions the adviser may personally hold.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $15,000,000: 2.0% $15,000,000+: 1.50%
$65 to $120 per hour
Minimum fee: $500 minimum per client account Fee-only: Fees are on a fee-only basis for managed accounts (in arrears)
Main office location
Davisson Investment, LLC
14 Patterson Lane
Newington NH 03801, United States
Number of offices
1
Most active in
Davisson Investment, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
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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