RIA Intel›Advisers›Missouri›DAVIS, TERRANCE P

DAVIS, TERRANCE P

Advisory

ST. LOUIS, MO

Data as of Feb 28, 2020 · Source: SEC Form ADV

Rank in MO
#273
of 342 advisers by AUM
Average account
$2M
across 45 accounts
AUM per adviser
$91M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 28, 2020.

Total AUM
$91M
Discretionary %
0%
Clients
45
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$91M
Discretionary AUM$0
Non-Discretionary AUM$91M
Discretionary %0%
Total Clients45
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InFL, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

STEVE ROBBINS, INC.
FLORISSANT, MO
$90M
-0.6% 1Y
BLAICOL CAPITAL MANAGEMENT, LLC
SPRINGFIELD, MO
$90M
B & B FINANCIAL PLANNING CO., INC.
O'FALLON, MO
$93M
BUSH O'DONNELL INVESTMENT ADVISORS, INC
ST LOUIS, MO
$93M
-42.2% 1Y
PHOENIX ASSET MANAGEMENT INC
ST. LOUIS, MO
$88M
-2.5% 1Y
DEW WEALTH STRATEGIES, LLC
CLAYTON, MO
$95M
-34.4% 1Y

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