Tech stack
No one at D.a.c. Davis Investment Counsel, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
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National Bank Independent Network Inc.
Per Form ADV · $10M held · filed Jun 2024
UBS
Per Form ADV · $4M held · filed Jun 2024