Davis Capital Management
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 149014
- Registered since
- March 6, 2020
- Website
- www.daviscapitalsite.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.45%
- Individuals23.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Davis Capital Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm is owner-operated and focuses on serving individual and family clients, offering a mix of financial planning and discretionary portfolio management for both individuals/small businesses and for business or institutional clients. Its advisory menu also includes educational seminars and workshops. Fees are charged as a percentage of assets under management and via hourly billing for some services. The adviser does not identify as an active ESG investor, does not function as a capital allocator or pension consultant, and is not a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Investment Grade Corp Bonds20%
- State & Local Bonds19%
- US Government Bonds7%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
John Murphy
Chief Investment OfficerCRD 4509081
Contacts
3 of 3
Troy Lerche
Private Wealth AdvisorCRD 6561041
Thomas DaMour
Private Wealth AdvisorCRD 6958311
Troy Davis
PresidentCRD 5038006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 195Active vs passive
$71.4M in ETFs
99%
$70.9M
0%
$500K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $24.6M | 850,490 | 34.49% |
Location
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 4788 Hodges Blvd
- Time zone
- ET (UTC-5)
- Office locations
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