Davies Financial Advisors, Inc. has filed its latest Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing, submitted on October 8, 2026, indicates that the firm held no equity securities during the reporting period.
The report lists the firm's principal business address as 25109 Jefferson Avenue, Suite 205, in Murrieta, California. Andrew Davies, the President of Davies Financial Advisors, Inc., is listed as the authorized signatory for the filing.