Firm profile

D.A.C. DAVIS INVESTMENT COUNSEL, INC.

TORONTO, ONTARIOCRD 107015Latest ADV August 27, 2025

D.A.C. Davis Investment Counsel, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario.

Assets Under Management
$12M
Employees
Offices
--
Total Clients
14
Primary office
TORONTO, ONTARIO
23 BEDFORD ROAD, SUITE 100, TORONTO, ONTARIO, Canada
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(416) 324-2200
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CEOJohn M. O'connell
CCOJohn M. O'connell

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.7% of total clients.
Top client categories% of clientsClients
1
Individuals
85.7%
12
2
HNWI
14.3%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$12Mas of August 27, 2025
Discretionary100.0%
$12M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$12M
Total Accounts22
10Y AUM Change+$8M (+161.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees
Clients per Employee
10Y Employee Change-12 (-100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.