CRD: 149014
Davis Capital Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 19, 2025 and March 27, 2026, reported AUM increased 15.1%, from $225.0M to $259.0M.
Across 5 reported observations, AUM increased 55.6% between January 6, 2022 and March 27, 2026, from $166.5M to $259.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 464 clients, or 116 clients per representative. That equates to $558.2K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Davis Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Davis Capital Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Davis Capital Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.