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Wealth manager, independent · Toronto, Ontario, Canada

D.A.C. Davis Investment Counsel, Inc.

SEC-registered investment adviser · CRD 107015 · SEC 801-38202

At a glance

D.A.C. Davis Investment Counsel, Inc. is an SEC-registered investment adviser based in Toronto, Ontario, Canada, with $13 million in regulatory assets under management as of its Form ADV filed June 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 11 individual clients. By Form ADV it is a wealth manager, ranked 8,741st of 8,915 wealth managers and 16,266th of 17,210 SEC-registered advisers by assets.

Main office 416-324-2200As filed on Form ADV

Regulatory AUM
$13M
Rank among wealth managers
#8,741 of 8,915
Rank among all SEC RIAs
#16,266 of 17,210
Individual clients
11
High-net-worth clients
2
Accounts
21
Discretionary
100% of AUM
Employees
0
Advisory staff
0
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. Nbin$10M78%
  2. UBS$3M22%

Other RIAs using NbinOther multi-custodian RIAs

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals2$7M58%
Individuals9$5M42%

Disciplinary disclosures

D.A.C. Davis Investment Counsel, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on D.A.C. Davis Investment Counsel, Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 173 peers of its type and size
Locked
Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does D.A.C. Davis Investment Counsel, Inc. manage?

D.A.C. Davis Investment Counsel, Inc. reports $13 million in regulatory assets under management across 21 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 24, 2026.

What kind of firm is D.A.C. Davis Investment Counsel, Inc.?

D.A.C. Davis Investment Counsel, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are D.A.C. Davis Investment Counsel, Inc.’s clients?

By assets, its largest client types are high-net-worth individuals ($7 million, 2 clients); individuals ($5 million, 9 clients).

Does D.A.C. Davis Investment Counsel, Inc. have any disciplinary history?

D.A.C. Davis Investment Counsel, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is D.A.C. Davis Investment Counsel, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →