J. O. Davidson & Associates, Inc. (Overland Park)

Name: J. O. Davidson & Associates, Inc.
Address: 6975 El Monte Ste 225, Overland Park, KS, 66211
Telephone: 913-396-0314

J. O. Davidson & Associates, Inc. is a large advisory firm based in Overland Park. It manages $424.85 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Kansas.

J. O. Davidson & Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J. O. Davidson & Associates: assets under management

The assets under management (AUM) of J. O. Davidson & Associates, Inc. is $424.85 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.58 million in discretionary accounts and $423.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $788.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $30.23 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay J. O. Davidson & Associates, Inc. for their services and products based on a percentage of assets under management. 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.

Careers at J. O. Davidson & Associates, Inc.

John Daniel Stepp has been acting as President since 1 Mar 2001. Ronald Eugene Ott joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Eugene Ott	Executive vice president	1 Mar 2001	Other	804562
John Daniel Stepp	President	1 Mar 2001	Other	501417
Gold Financial Services	Holding company	1 Mar 2001	75% - 100%	74-2804961

Based in Overland Park

The principal office where J. O. Davidson & Associates, Inc. performs its advisory services is located at 6975 El Monte Ste 225, Overland Park, KS 66211, 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 913-396-0314 or by fax 913-491-9025. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at goldcap-kc.com.