DAVIS CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2020

Total AUM

$259M

Discretionary

$259M

100% of AUM

Avg account

$246K

Accounts

1,051

Employees

Advisory reps

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

FINTRX

Overview

Davis Capital Management operates as an independent registered investment adviser serving individual and family clients, with a service mix that includes financial planning, discretionary portfolio management for individuals and small businesses, investment management for businesses or institutions, and educational seminars. The firm charges on a percentage-of-assets basis and also offers hourly billing for certain services, which supports both ongoing wealth management relationships and project-based engagements. Investment activity tilts toward equities, with the firm favoring exchange-traded instruments as a core building block. Their 13F footprint and custodian usage point to a core-satellite approach: broad-market ETFs form the backbone of many client portfolios while select individual stocks and fixed-income instruments are used for tactical positioning and income. Davis Capital is not positioned as an active ESG investor and does not present as a multi-state advisory network; its registered history dates to 2020.