Davis, Ross, Hockman Investment Advisers, LLC is a large advisory firm based in Columbus. It manages $106.91 million of regulatory assets for 390 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Georgia, Ohio, Oklahoma, and Texas.
Davis, Ross, Hockman Investment Advisers provides financial planning services, portfolio management for individuals and small businesses, 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.
The assets under management (AUM) of Davis, Ross, Hockman Investment Advisers, LLC is $106.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Davis, Ross, Hockman Investment Advisers, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Davis, Ross, Hockman Investment Advisers, LLC performs its advisory services is located at 330 W. Spring Street, Suite 210, 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. You can find more information about the New York firm at drmm-advisers.com.