Casey Davis
Landing Point Financial Group · Avon, Ohio
Casey Davis is a fee-only financial advisor at Landing Point Financial Group in Avon, Ohio. Landing Point Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Landing Point Financial Group |
|---|---|
| Based in | Avon, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $381.3M across 1,792 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5320645 |
| Exams passed | Series 65 (2024) |
| Firm size | 28 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.landingpointfinancialgroup.com |
How Casey's firm compares
- Landing Point Financial Group's average account is about $213,000, from its Form ADV (assets managed divided by 1,792 accounts).
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Questions about Casey
Is Casey Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Landing Point Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, Landing Point Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Casey Davis based?
Casey Davis is based in Avon, Ohio.
Is Casey Davis registered with the SEC?
Yes. Casey Davis is registered as an investment adviser representative in OH (CRD 5320645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Landing Point Financial Group manage?
Landing Point Financial Group reports $381.3M across 1,792 accounts in assets under management.
How do I contact Casey Davis?
Through Casey's website, www.landingpointfinancialgroup.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
- 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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