Davidson & Garrard Inc (Lynchburg)

Davidson & Garrard provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Davidson & Garrard: assets under management

The assets under management (AUM) of Davidson & Garrard Inc is $684.81 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $679.61 million in discretionary accounts and $5.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $510.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $867.15 thousand.

Davidson & Garrard has custody of $6.6 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Davidson & Garrard Inc for their services and products based on a percentage of assets under management and fixed 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 Lynchburg

The principal office where Davidson & Garrard Inc performs its advisory services is located at 810 Main St, 3 Rd Floor, Lynchburg, VA 24504 The mailing address of the firm is P. O. Box 939, Lynchburg, VA 24505. An additional office of the firm is in Vienna, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-847-6600 or by fax 434-847-0248. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at dg-g.com.

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