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Davidson Investment Counselors, LP (Devon)


Davidson Investment Counselors, LP is a large advisory firm based in Devon. It manages $59.57 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

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

Davidson Investment Counselors: assets under management

The assets under management (AUM) of Davidson Investment Counselors, LP is $59.57 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.05 million in discretionary accounts and $13.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.29 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.5 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Davidson Investment Counselors, LP 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.

Based in Devon

The principal office where Davidson Investment Counselors, LP performs its advisory services is located at 20 North Waterloo Road, Devon, PA 19333 1458, 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 610-687-6540 or by fax 610-975-5916. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.davidsoncapmgt.com.


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