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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC MITCHELL DAVIS
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1812949
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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