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Davis Elwood Brian (Westport)


Davis Elwood Brian is a large advisory firm based in Westport. It manages $255 million of regulatory assets for 243 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

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Davis Elwood Brian provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Davis Elwood Brian: assets under management

The assets under management (AUM) of Davis Elwood Brian is $255 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $155 million in discretionary accounts and $100 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $820.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.85 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Davis Elwood Brian for their services and products based on a percentage of assets under management and fixed 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.

Based in Westport

The principal office where Davis Elwood Brian performs its advisory services is located at 244 Saugatuck Ave, Westport, CT 06880 The mailing address of the firm is P.O. Box 2630, Westport, CT 06880. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-226-8997 or by fax 203-222-9105. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at elwood@webquill.com.


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