SourcingSourcing

DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

C45
CRD 286575·SEC 801-113620·NASHVILLE, TN
AUM
$144.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$435K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD
286575
SEC file #
801-113620
EIN
—
DBA names
—

Economics

AUM
$144.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$109.4M → $144.9M▲ +32%
Client mix
Individuals Other140
Individuals High Net Worth46

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
ddcwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EIDSON, ZACHARY, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
EIDSON, ZACHARY, SCOTT
CONOVER, CAROLYN, C
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
DDCWEALTH.COM
Rdap Domain Creation Date
2016-09-14T14:41:26Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
MarkMonitor Inc.

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-14T14:41:26Z
Rdap Domain Last Changed
2025-07-12T01:20:59Z
Rdap Nameservers
A1-20.akam.netA10-65.akam.netA16-65.akam.netA2-65.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4792807
Trust Company Affiliate
No

People (3)

3
EIDSON, ZACHARY, SCOTT
IAR · Direct Owner · 62.5%
4792807
CONOVER, CAROLYN, C
IAR · Direct Owner · 37.5%
5196155
Tyree Addison Dean
IAR
8099968