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Clarke Arthur Davis (Boston)


Clarke Arthur Davis is a large advisory firm based in Boston. It manages $83.52 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Clarke Arthur Davis provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clarke Arthur Davis: assets under management

The assets under management (AUM) of Clarke Arthur Davis is $83.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $83.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.32 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Clarke Arthur Davis for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Clarke Arthur Davis performs its advisory services is located at 388 Beacon Street, Boston, MA 02116 The mailing address of the firm is 388 Beacon Street, Boston, MA 02116. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-424-6926 or by fax 617-424-0265. The normal business hours are 9:00 to 5:00 on Monday - Friday.


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