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O'BANNON & DAVIS INC

Advisory

WILLIAMSVILLE, NY

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

Rank in NY

#4,061

of 5,722 advisers by AUM

Average account

$163K

across 473 accounts

AUM per adviser

$39M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$77M

Discretionary AUM$70M

Non-Discretionary AUM$7M

Discretionary %90.7%

Total Clients473

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

473 clients

The full client-type breakdown and the share of AUM each category represents.

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