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DAVIDSON & GARRARD INC

Advisory

N·LYNCHBURG, VA

Data as of Aug 8, 2017 · Source: SEC Form ADV

Total AUM

$685M

1-Year AUM Growth

+5.0%

3-Year CAGR

+3.6%

Employees

10

Assets Under Management

Total AUM$685M

Discretionary AUM$680M

Non-Discretionary AUM$5M

Discretionary %99.2%

Total Clients—

Team

Total Employees10

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingJan 29, 2001

Latest FilingAug 8, 2017

🔒 Full AUM trend chart and 33 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DAVIDSON & GARRARD INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.