Katherine Davis
RiversEdge Advisors · Wilmington, Delaware
Katherine Davis is a fee-only financial advisor at RiversEdge Advisors in Wilmington, Delaware. Katherine focuses on estate & legacy planning, tax planning and retirement planning. RiversEdge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | RiversEdge Advisors |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $928.4M across 1,515 accounts |
| SEC registration | Investment adviser representative in DE · CRD 6464456 |
| Exams passed | Series 65 (2026) · Series 66 (2015) |
| Firm size | 19 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.riversedgeadvisors.com |
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Questions about Katherine
Is Katherine Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and RiversEdge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, RiversEdge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Davis based?
Katherine Davis is based in Wilmington, Delaware.
What does Katherine specialize in?
Katherine's specialties include estate & legacy planning, tax planning, retirement planning, small business owners, founders (pre-exit) and family wealth transfer. Katherine works with founders, ultra high net worth and multi-generational families.
Is Katherine Davis registered with the SEC?
Yes. Katherine Davis is registered as an investment adviser representative in DE (CRD 6464456), 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 RiversEdge Advisors manage?
RiversEdge Advisors reports $928.4M across 1,515 accounts in assets under management.
How do I contact Katherine Davis?
Through Katherine's website, www.riversedgeadvisors.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
- RiversEdge Advisors 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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