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Davis, Ross, Mcgee & Mccauley Investment Advisers, LLC (Columbus)


Davis, Ross, Mcgee & Mccauley Investment Advisers, LLC is a large advisory firm based in Columbus. It manages $278.97 million of regulatory assets for 1,863 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Ohio, Oklahoma, Oregon, and Washington.




Davis, Ross, Mcgee & Mccauley Investment Advisers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Davis, Ross, Mcgee & Mccauley Investment Advisers: assets under management

The assets under management (AUM) of Davis, Ross, Mcgee & Mccauley Investment Advisers, LLC is $278.97 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $167.5 million in discretionary accounts and $111.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277.32 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $88.54 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Davis, Ross, Mcgee & Mccauley Investment Advisers, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based 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 Columbus

The principal office where Davis, Ross, Mcgee & Mccauley Investment Advisers, LLC performs its advisory services is located at 411 East Town Street, Columbus, OH 43215, which is also the mailing address of the firm. An additional office of the firm is in Tulsa, OK. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-224-1629 or by fax 614-224-0275. The normal business hours are 9 am - 5 pm on Monday - Friday.


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