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Dac Davis Investment Counsel, Inc. (Toronto Ontario)


Dac Davis Investment Counsel, Inc. is an adviser based in Toronto Ontario. It manages $4.54 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001.

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

Dac Davis Investment Counsel: assets under management

The assets under management (AUM) of Dac Davis Investment Counsel, Inc. is $4.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $412.55 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dac Davis Investment Counsel, Inc. for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
124658 Canada Inc. Shareholder 1 Apr 1997 25% - 50% foreign

Based in Toronto Ontario

The principal office where Dac Davis Investment Counsel, Inc. performs its advisory services is located at 95 St. Clair Avenue West, Toronto Ontario, M4 V 1 N6, 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 416-961-2494 or by fax 416-925-1215. The normal business hours are 8:30a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.davisrea.com.


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