SourcingSourcing

J. P. DAVIS, INC.

C32
CRD 289548·SEC 801-116690·ORO VALLEY, AZ
AUM
$242.0M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$726K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
J. P. DAVIS, INC.
CRD
289548
SEC file #
801-116690
EIN
—
DBA names
Nrg Wealth Management

Economics

AUM
$242.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$114.8M → $242.0M▲ +111%
Client mix
Individuals Other83
Individuals High Net Worth72

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
ORO VALLEY AZ
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
linkedin.com/in/jackdavis-ms-cfp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVIS, JOHN, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DAVIS, JOHN, PAUL
Solo Advisor Indicator
No
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4035
Soi Zip Pct 200k Plus
0.1421
Soi Zip Returns 200k Plus
1,620
Soi Zip Total AGI
1,363,313
Fdic Zip Total Deposits
13,258,222,000
Fdic Zip Branch Count
203
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing4
Altruist4
E*trade4
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationOro Valley, AZ
Bank of America ArizonaOro Valley, AZ
Fdic Zip HHI
2301.26
Fdic Zip Top Bank Share Pct
33.47
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,641
Returns2,320
Stub 2
AGI65,477
Returns1,770
Stub 3
AGI89,952
Returns1,450
Soi Zip Total Business Income
43,815
Soi Zip Total Cap Gains
119,314
Soi Zip Total Dividends
46,260
Soi Zip Total Returns
11,400
Top Owner CRD
2423123
Trust Company Affiliate
No

People (4)

4
DAVIS, JOHN, PAUL
IAR · Direct Owner · 87.5%
2423123
MONICA BLAKE SALAZAR
IAR
6562940
STEFANIE ANN MORGAN
IAR
2178991
Peter Anthony Fugger
IAR
7867376