AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
VD

Victor J. Davis

DAVIS INVESTMENT PARTNERS
Charlotte, NC 28211
Some features on this profile are disabled
CRD#: 6854537
VD

Professional summary

Victor James Davis, who also goes by VIctor Davis, is a registered financial advisor currently at DAVIS INVESTMENT PARTNERS, LLC located in Charlotte, North Carolina.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Victor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Victor Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor James Davis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 5, 2022 - Present

DAVIS INVESTMENT PARTNERS, LLC

Office #1: 4521 Sharon Road Suite 375, Charlotte, NC 28211
RIA
CRD#: 318783
Charlotte, NC
Past

August 28, 2019 - April 4, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
CHARLOTTE, NC
Past

July 10, 2019 - April 4, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DI
DAVIS INVESTMENT PARTNERS, LLC
DAVIS INVESTMENT PARTNERS, LLC

CRD#: 318783 / SEC#: 801-123320

RIA
Registered Investment Advisory firm - (2/28/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(4/5/2022)
IAR
Texas
(12/16/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/27/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/10/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/30/2019
Securities Industry Essentials Examination

Current Firm

DI
DAVIS INVESTMENT PARTNERS, LLC
DAVIS INVESTMENT PARTNERS, LLC

CRD#: 318783 / SEC#: 801-123320

RIA
Registered Investment Advisory firm - (2/28/2022 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4521 Sharon Road Suite 375, Charlotte, NC 28211
Mailing Address
Phone number
(704) 741-4200
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAVIS INVESTMENT PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/22/2026)

Regulatory assets under management

Total Number of Accounts452
AUM (Assets Under Management)$ 390,005,596

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DAVIS INVESTMENT PARTNERS, LLC

CRD#: 318783Charlotte, NC 28211

TRUST BUT VERIFY

Monitor Victor Davis

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

David Blair Thompson
David ThompsonAdvisorCheck Check Mark
SPARTA WEALTH PARTNERS
IAR
RR
CHARLOTTE, NC
JS
John SandersAdvisorCheck Check Mark
PORTUS WEALTH ADVISORS, LLC
IAR
CHARLOTTE, NC
JW
Jessica WilliamsAdvisorCheck Check Mark
VANGUARD ADVISERS, INC.
IAR
RR
CHARLOTTE, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.