# Kevin Davis

> Kevin Davis is a fee-only financial advisor at Davis & Wehrle in Round Rock, Texas. Davis & Wehrle reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-davis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Davis & Wehrle
- **Based in:** Round Rock, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $39.6M across 103 accounts
- **CRD:** 2165928 (https://adviserinfo.sec.gov/individual/summary/2165928)
- **SEC registration:** Investment adviser representative in MS, TX
- **Exams passed:** Series 63 (1991), Series 65 (1999)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.daviswehrle.com

## Frequently asked questions

### Is Kevin Davis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Davis & Wehrle reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kevin charge for financial advice?

Kevin's firm, Davis & Wehrle, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kevin Davis based?

Kevin Davis is based in Round Rock, Texas.

### Is Kevin Davis registered with the SEC?

Yes. Kevin Davis is registered as an investment adviser representative in MS and TX (CRD 2165928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Davis & Wehrle manage?

Davis & Wehrle reports $39.6M across 103 accounts in assets under management.

### How do I contact Kevin Davis?

Through Kevin's website, www.daviswehrle.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2165928): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.