| As of Date | 06/25/2026 |
| Registration | SEC, Approved, 07/18/1988 |
| ADV Location | ST LOUIS, MO, United States |
| Contact Info | 314 xxxxxxx |
| Websites |
| AUM* | 515,417,794 11% |
| of that, discretionary | 491,944,326 10% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 764,715 -1% |
| % High Net Worth | 56.60% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DAVILA ADVISORY, LLC | Filing Date07/22/2025 | Form ADV-E View Report |
| Accounting Firm Name DAVILA ADVISORY, LLC | Filing Date08/07/2024 | Form ADV-E View Report |
| Accounting Firm Name DAVILA ADVISORY, LLC | Filing Date11/15/2023 | Form ADV-E View Report |