William Davis

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 11/2019
  Citibank
  New York, NY
• 03/2021 → Present
  Will Davis Insurance Agency
  Houston, TX
• 06/2020 → 02/2021
  State Farm Insurance
  Houston, TX
• 11/2019 → 05/2020
  Unemployed
  Houston, TX
• 03/2025 → Present
  State Farm Vp Management Corp.
  Houston, TX
• 03/2025 → Present
  State Farm Investment Management Corp,
  Houston, TX

Other Businesses

1) Will Davis' Insurance Agency; Investment-related; 4295 San Felipe St Ste 222 Houston, TX 77027e; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2021; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-08
• S65 Uniform Investment Adviser Law Examination
  2024-12-01

Other Names

• William D Davis
• Will Davis