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Managing Member and Chief Compliance Officer · Davis Investment Partners, LLC

Victor J. Davis

CRD 6854537 · Named on Form ADV at one SEC-registered adviser

At a glance

Davis Investment Partners, LLC, an SEC-registered wealth manager based in Charlotte, NC with $390 million in regulatory assets, lists Victor J. Davis on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Victor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Victor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.