Kevin Davis
Davis & Wehrle · Round Rock, Texas
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.
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Facts
| Firm | Davis & Wehrle |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $39.6M across 103 accounts |
| SEC registration | Investment adviser representative in MS, TX · CRD 2165928 |
| Exams passed | Series 63 (1991) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.daviswehrle.com |
How Kevin's firm compares
- Davis & Wehrle's average account is about $385,000, from its Form ADV (assets managed divided by 103 accounts).
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Questions about Kevin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
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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