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Stephen K. Davis Financial Services Ltd. (Huntington)


Stephen K. Davis Financial Services Ltd. is a mid-sized advisory firm based in Huntington. It manages $29.57 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

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Stephen K. Davis Financial Services provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stephen K. Davis Financial Services: assets under management

The assets under management (AUM) of Stephen K. Davis Financial Services Ltd. is $29.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $615.94 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stephen K. Davis Financial Services Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Huntington

The principal office where Stephen K. Davis Financial Services Ltd. performs its advisory services is located at 167 East Main Street, Huntington, NY 11743, 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 631-421-4341 or by fax 631-421-4677. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at investsafeharbor.com.


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