Davis Bourland
AKG Financial Group · Fort Worth, Texas
Davis Bourland is a fee-only financial advisor at AKG Financial Group in Fort Worth, Texas. AKG Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | AKG Financial Group |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $90.9M across 181 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5634215 |
| Exams passed | Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.akgfinancialgroup.com |
| Profile |
How Davis's firm compares
- AKG Financial Group's average account is about $502,000, from its Form ADV (assets managed divided by 181 accounts).
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Questions about Davis
Is Davis Bourland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Davis holds no broker registration, and AKG Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Davis charge for financial advice?
Davis's firm, AKG Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Davis Bourland based?
Davis Bourland is based in Fort Worth, Texas.
Is Davis Bourland registered with the SEC?
Yes. Davis Bourland is registered as an investment adviser representative in TX (CRD 5634215), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AKG Financial Group manage?
AKG Financial Group reports $90.9M across 181 accounts in assets under management.
How do I contact Davis Bourland?
Through Davis's website, www.akgfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
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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