Davies Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Murrieta, CA. Its latest Form ADV filing, dated March 30, 2026, reports $123M in regulatory assets under management, 10 employees, and 173 accounts.
Assets Under Management
$123M
Employees
10
Offices
--
Total Clients
171
Primary office
MURRIETA, CA
25109 JEFFERSON AVE, SUITE 205, MURRIETA, CA, United States
Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
104
2
Corporations
26.9%
46
3
HNWI
12.3%
21
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of March 30, 2026
Discretionary100.0%
$123M
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$123M
Total Accounts173
10Y AUM Change+$13M (+11.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee17:1
10Y Employee Change+3 (+42.9%)
* 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.