D.A.C. Davis Investment Counsel, Inc.
- Regulatory AUM
- $12.9M
- Discretionary
- $12.9M
- Clients
- 11
- Avg AUM / client
- $1.2M
- Accounts
- 21
- Employees
- 0
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $5.5M | 42.3% |
| High net worth individuals | 2 | $7.5M | 57.7% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| O'connell, John, Martin | Director, Chairman, Secretary, Chief Compliance Officer & Ceo | Dec 2010 (16y) | Less than 5% | |
| O'connell, Jean Christophe | Director, Vice President | Nov 2021 (5y) | Less than 5% | |
| Ritchie, Donald, William | President | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Davis Rea Ltd. | Shareholder | Apr 1997 | A | 75% or more |
| Solutions Investment Management Inc. | Shareholder | Dec 2010 | B | ≈ 56.25% – 100% via Davis Rea Ltd. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Solutions Investment Management Inc.: 75% – 100% of Davis Rea Ltd. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Bank Independent Network $10.1M (78% of AUM) Jun 2026
- UBS $2.9M (22% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗