SourcingSourcing

DAVIS SELECTED ADVISERS LP

C28
CRD 108674·SEC 801-31648·TUCSON, AZ
AUM
$30.12B
$1B+
Est. Revenue
$301.2M
@ 1% on AUM
Est. EBITDA
$90.4M
@ 30% margin
Est. Deal Value
$722.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DAVIS SELECTED ADVISERS LP
CRD
108674
SEC file #
801-31648
EIN
364529342
DBA names
—

Economics

AUM
$30.12B
AUM band
$1B+
AUM trajectory
'20'26
$23.09B → $30.12B▲ +30%
Client mix
Individuals High Net Worth28
Individuals Other21
Investment Companies20
Other Investment Advisers20
Charitable Organizations9

Operations

Employees (total)
121
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
12 advisors → 10 advisors▼ -17%
Primary office
TUCSON AZ
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
davisadvisors.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVIS, ANDREW, ADAMS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
DAVIS, ANDREW, ADAMS
DAVIS, CHRISTOPHER, CULLOM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DAVISADVISORS.COM
Rdap Domain Creation Date
2001-03-29T21:49:42Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
31,878
Form 5500 Compensation Trajectory 3y
202531,878
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
31,878
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001315785
Edgar Registered
Yes
Edgar Filing Count
135
Edgar First Filing Date
2005-02-11
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
89
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001951757-26-000732

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0363
Soi Zip Pct 200k Plus
0.0022
Soi Zip Returns 200k Plus
50
Soi Zip Total AGI
864,678
Fdic Zip Total Deposits
538,000,000
Fdic Zip Branch Count
39
Fdic Zip Top Banks
Bank One, Arizona, National Association
First Interstate Bank of Arizona, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Lpl Financial4
E*trade4
Charles Schwab3
Fidelity3
Raymond James2
Edgar Addresses
Mailing
P.O. BOX 999176 WESTBROOK RDESSEX, CT 064260999
Business
P.O. BOX 999176 WESTBROOK RDESSEX, CT 064260999
Edgar EIN
364529342
Edgar Recent Filings
13F-HR2026-04-24 · 0001951757-26-000732
13F-HR2026-02-10 · 0001951757-26-000399
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationTucson, AZ
First Interstate Bank of Arizona, National AssociationTucson, AZ
Fdic Zip HHI
2351.82
Fdic Zip Top Bank Share Pct
40.23
Fdic Zip Year
2012
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-03-29T20:49:42Z
Rdap Domain Last Changed
2026-01-28T07:29:49Z
Rdap Nameservers
Adi.ns.cloudflare.comDonovan.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI126,660
Returns8,910
Stub 2
AGI320,919
Returns8,960
Stub 3
AGI191,775
Returns3,180
Soi Zip Total Business Income
38,904
Soi Zip Total Cap Gains
2,454
Soi Zip Total Dividends
564
Soi Zip Total Returns
23,160
Top Owner CRD
1797593
Trust Company Affiliate
No

People (7)

7
DAVIS, ANDREW, ADAMS
Direct Owner · 37.5%
1797593
DAVIS, CHRISTOPHER, CULLOM
Direct Owner · 37.5%
2299223
COHEN, LISA, J
Executive Officer · 2.5%
6539159
EICH, KENNETH, CHARLES
Executive Officer · 2.5%
1945051
MCLOUGHRY, MICHAELA
Executive Officer · 2.5%
5005041
TYC, GARY, PAUL
Executive Officer · 2.5%
1113505
WIESE, RUSSELL, OTIS
Executive Officer · 2.5%
2590996