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Davis Ross Investment Advisers, LLC (Columbus)


Davis Ross Investment Advisers, LLC is an adviser based in Columbus. It manages $2.05 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Ohio.

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Davis Ross Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Davis Ross Investment Advisers: assets under management

The assets under management (AUM) of Davis Ross Investment Advisers, LLC is $2.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Davis Ross Investment Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where Davis Ross Investment Advisers, LLC performs its advisory services is located at 411 East Town Street, Columbus, OH 43215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-364-4485 or by fax 614-221-8603. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at drmm-advisers.com.


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