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THE FINANCIAL ADVISORY GROUP

JAMES O. DAVIS

CRD 113329

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-06-09

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningFINANCIAL ADVISORY SERVICES

Client types

TypeClientsAUM
Individuals125—
High net worth individuals10—

All web addresses on file

Official SEC filing: View on IAPD