RIA Intel›Advisers›California›DAVIES FINANCIAL ADVISORS, INC.

DAVIES FINANCIAL ADVISORS, INC.

Advisory

N·MURRIETA, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$123M
1-Year AUM Growth
+39.5%
3-Year CAGR
+12.3%
Employees
6
Assets Under Management
Total AUM$123M
Discretionary AUM$123M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients301
Team
Total Employees6
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingAug 15, 2022
Latest FilingMar 30, 2026
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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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