CRD: 149014
Davis Capital Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2009
- Office Locations
- 1
Office Locations
About Davis Capital Management
Davis Capital Management is a Jacksonville, FL fee-only fiduciary RIA providing wealth management and personalized financial planning with a strong emphasis on retirement readiness. The team coordinates tax and estate-planning efforts and ongoing portfolio construction/risk management, using a mix of ETFs and fixed income. Minimum relationship size is $250k; firm highlights CFP® expertise and NAPFA/XY Planning Network affiliation.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TROY MAYNARD DAVIS
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5038006
- Ownership
- 75% or more
JOHN COLLIN MURPHY
Chief Investment Officer
- CRD
- #4509081
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Thomas DaMour
Private Wealth Advisor
- CRD
- #6958311
TROY RICHARD LERCHE
Private Wealth Advisor
- CRD
- #6561041
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,000,000 | $246,432 |
| Non-Discretionary | $0 | -- |
| Total | $259,000,000 | $246,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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