SourcingSourcing

DAVIS FINANCIAL MANAGEMENT, INC.

B59
CRD 143410·SEC 801-129578·OVERLAND PARK, KS
AUM
$144.6M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$434K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DAVIS FINANCIAL MANAGEMENT, INC.
CRD
143410
SEC file #
801-129578
EIN
—
DBA names
—

Economics

AUM
$144.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$125.6M → $144.6M▲ +15%
Client mix
Individuals High Net Worth51
Pension Profit Sharing Plans22
Individuals Other5

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
davisfinancialmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVIS, MATTHEW, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DAVIS, MATTHEW, WILLIAM
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
DAVISFINANCIALMANAGEMENT.COM
Rdap Domain Creation Date
2007-02-02T05:41:37Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-02-02T05:41:37Z
Rdap Domain Last Changed
2025-07-09T16:57:55Z
Rdap Nameservers
Ns1899.hostgator.comNs1900.hostgator.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4638226
Trust Company Affiliate
No

People (1)

1
DAVIS, MATTHEW, WILLIAM
IAR · Direct Owner · 87.5%
4638226