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D.A.C. DAVIS INVESTMENT COUNSEL, INC.

Advisory

N·TORONTO, ONTARIO

Data as of Jun 13, 2024 · Source: SEC Form ADV

Total AUM
$13M
1-Year AUM Growth
+1.8%
3-Year CAGR
+1.3%
Employees
0
Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record36
First FilingApr 27, 2001
Latest FilingJun 13, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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