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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-30-2010
- Office Locations
- 1
Office Locations
About Davis Capital Advisors, LLC
Davis Capital Advisors LLC provides comprehensive financial planning and customized portfolio construction for individuals, including entrepreneurs. The firm builds understandable, executable portfolio solutions using an ETF-centric approach alongside public funds and other vehicles as appropriate, with capabilities spanning estate planning, insurance, and 529 planning. New York-based, it works across retail and institutional relationships and custodies with Fidelity/NFS and Interactive Brokers.
Reported data analysis
What the numbers show
Between September 22, 2025 and March 31, 2026, reported AUM increased 12.2%, from $41.8M to $46.9M.
Of the latest reported AUM, 39.5% is discretionary and 60.5% is non-discretionary.
The firm reports 1 advisory representatives and 60 clients, or 60 clients per representative. That equates to $781.0K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ERIC MITCHELL DAVIS
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1812949
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,513,340 | $804,928 |
| Non-Discretionary | $28,347,350 | $404,962 |
| Total | $46,860,690 | $503,878 |
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Separately Managed Accounts
SMA allocation detail is available
Davis Capital Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.