J. P. Davis, Inc.
- Regulatory AUM
- $242M
- Discretionary
- $241M
- Clients
- 155
- Avg AUM / client
- $1.6M
- Accounts
- 418
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $36.0M | 14.9% |
| High net worth individuals | 72 | $206M | 85.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Paul Davis | President & Chief Compliance Officer | CFP | Apr 2003 (23y) | 75% or more |
| Stefanie Ann Morgan | Registered representative | CFP | Sep 2017 (9y) | |
| Monica Blake Salazar | Registered representative | Dec 2018 (8y) | ||
| Peter Anthony Fugger | Registered representative | Jul 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 02/13/2026 | 904 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $190M (79% of AUM) Feb 2026
- Altruist Financial $190M (79% of AUM) Feb 2026
- TD Ameritrade $60.0M (43% of AUM) Aug 2023
- RBC $42.7M (25% of AUM) Mar 2024
- Pershing $41.1M (17% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗