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Davisson Investment, LLC (Portsmouth)


Davisson Investment, LLC is a large advisory firm based in Portsmouth. It manages $34.83 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New Hampshire.




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

Davisson Investment: assets under management

The assets under management (AUM) of Davisson Investment, LLC is $34.83 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16.39 million in discretionary accounts and $18.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.82 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $18.44 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Davisson Investment, LLC for their services and products based on a percentage of assets under management and hourly charges. 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 Portsmouth

The principal office where Davisson Investment, LLC performs its advisory services is located at 235 Heritage #2, Portsmouth, NH 03801, 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 603-868-0342. The normal business hours are variable on Other.


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