Ann Davis
626 Financial · Portage, Michigan
Ann Davis is a fee-only financial advisor at 626 Financial in Portage, Michigan. 626 Financial reports charging a percentage of assets on its Form ADV.
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Who they serve
- Founders
- Executives
- High earners
Facts
| Firm | 626 Financial |
|---|---|
| Based in | Portage, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $379.6M across 1,270 accounts |
| SEC registration | Investment adviser representative in MI · CRD 5829092 |
| Exams passed | Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.626financial.com |
How Ann's firm compares
- 626 Financial's average account is about $299,000, from its Form ADV (assets managed divided by 1,270 accounts).
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Questions about Ann
Is Ann Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ann holds no broker registration, and 626 Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ann charge for financial advice?
Ann's firm, 626 Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Ann Davis based?
Ann Davis is based in Portage, Michigan.
Is Ann Davis registered with the SEC?
Yes. Ann Davis is registered as an investment adviser representative in MI (CRD 5829092), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 626 Financial manage?
626 Financial reports $379.6M across 1,270 accounts in assets under management.
How do I contact Ann Davis?
Through Ann's website, www.626financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- 626 Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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