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

Adviser Profile

As of Date 06/24/2026
Registration SEC, Approved, 01/31/1991
ADV Location TORONTO, ONTARIO, Canada
Contact Info 416 xxxxxxx
AUM* 12,911,532 5%
of that, discretionary 12,911,532 5%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 614,835 10%
% High Net Worth 18.18% 27%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

14M 12M 10M 8M 6M 4M 2M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser R & R FINANCIAL PLANNERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM60.1m #Funds-
Adviser CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM131.3m #Funds-
Adviser ALTURA WEALTH ADVISORS INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM250.1m #Funds-
Adviser BLUE WATER ASSET MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM428.5m #Funds-
Adviser BECK BODE LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM666.4m #Funds-
Adviser HERITAGE WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM545.1m #Funds-
Adviser RFG ADVISORY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM6.8b #Funds-
Adviser ERICKSON FINANCIAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM198.9m #Funds-
Adviser BRIGHT FUTURES WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM294.5m #Funds-
Adviser SCARBOROUGH CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.6b #Funds-