Insights

Long-Term Investment Focus Davis Advisors emphasizes a patient, long-term approach to investment management, making them an ideal partner for clients seeking sustainably managed funds and advisory services aligned with institutional-grade strategies.

Active Management Strategy With a commitment to high-conviction and benchmark-agnostic investing, Davis Advisors offers tailored solutions for clients looking for actively managed products that aim to outperform index benchmarks.

Diverse Investment Offerings The firm provides a wide range of investment vehicles, including ETFs, mutual funds, variable annuities, and offshore funds, presenting multiple opportunities to collaborate on product development or distribution channels.

Recent Strategic Investments Davis Advisors has made significant stakes in large-cap firms like Carrier Global and Blackstone, indicating a focus on institutional-grade assets and potential avenues to offer related advisory, research, or asset management solutions.

Growing Revenue Base With revenue estimated between 50 and 100 million dollars, Davis Advisors is a significant player in the financial services space, likely seeking partnerships to expand their market footprint and enhance their technology infrastructure.

Davis Advisors Tech Stack

Davis Advisors uses 8 technology products and services including Clicky, Cloudflare CDN, Highcharts, and more. Explore Davis Advisors's tech stack below.

  • Clicky
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • Highcharts
    Javascript Graphics
  • DataTables
    Javascript Libraries
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Plesk
    Web Hosting

Davis Advisors's Email Address Formats

Davis Advisors uses at least 2 format(s):
Davis Advisors Email FormatsExamplePercentage
FLast@dsaco.comJDoe@dsaco.com
98%
LFirst@dsaco.comDJohn@dsaco.com
1%
F.Last@dsaco.comJ.Doe@dsaco.com
1%
FirstLast@davisadvisors.comJohnDoe@davisadvisors.com
44%
First.Last@davisadvisors.comJohn.Doe@davisadvisors.com
34%
FirstLas@davisadvisors.comJohnDoe@davisadvisors.com
11%
First@davisadvisors.comJohn@davisadvisors.com
11%

Frequently Asked Questions

Where is Davis Advisors's headquarters located?

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Davis Advisors's main headquarters is located at 620 5th Ave, New York, 10020, US. The company has employees across 1 continents, including North America.

What is Davis Advisors's phone number?

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You can contact Davis Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Davis Advisors's official website and social media links?

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Davis Advisors's official website is davisadvisors.com and has social profiles on LinkedIn.

What is Davis Advisors's NAICS code?

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Davis Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Davis Advisors have currently?

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As of October 2025, Davis Advisors has approximately 66 employees across 1 continents, including North America. Key team members include Cmo: R. W.Partner: D. B.Vice President/Regional Director: R. F.. Explore Davis Advisors's employee directory with LeadIQ.

What industry does Davis Advisors belong to?

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Davis Advisors operates in the Financial Services industry.

What technology does Davis Advisors use?

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Davis Advisors's tech stack includes ClickyCloudflare CDNHighchartsDataTablesSalesforce Marketing Cloud Account EngagementGoogle Tag ManagerGoogle AnalyticsPlesk.

What is Davis Advisors's email format?

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Davis Advisors's email format typically follows the pattern of FLast@dsaco.com. Find more Davis Advisors email formats with LeadIQ.

When was Davis Advisors founded?

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Davis Advisors was founded in 1969.

Davis Advisors

Financial ServicesUnited States51-200 Employees

• An independent, employee-owned investment management firm founded in 1969.
• A time-tested investment discipline offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds.
• Founded more than 50 years ago, our mission has been to serve our shareholders with high integrity.
        
How We Seek to Compound Long-Term Wealth
• We employ a patient, long-term investment approach.
• We seek to beat the index, not mirror it. True active management, high-conviction and benchmark-agnostic.
• We believe stocks represent ownership interests in businesses and therefore we rigorously research company fundamentals.
• We are highly sensitive to valuation, as price can be critical in generating attractive long-term investment results.
        

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An investor should consider the investment objectives, risks, charges, and expenses of the Funds carefully before investing. The prospectuses contain this and other information about the Funds. You can obtain a current prospectus calling 800‑279‑0279. Please read the prospectus or summary prospectus carefully before investing or sending money. Investing involves risks including possible loss of principal.

Section iconCompany Overview

Headquarters
620 5th Ave, New York, 10020, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Davis Advisors's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Davis Advisors's revenue is estimated to be in the range of $50M$100M

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