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DAVIS CAPITAL MANAGEMENT
DAVIS CAPITAL MANAGEMENT LLC
CRD 149014 · SEC 801-118162
4788 HODGES BLVD, STE # 201, JACKSONVILLE, FL, 32224, United States
Phone
904-223-0510
Fax
904-223-0512
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$259.0M
Discretionary AUM
$259.0M
Team
5 total employees; 4 advisory reps; 232 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $61.0M |
| High net worth individuals | 163 | $198.0M |
States served
GA, NC, FL
All web addresses on file
Official SEC filing: View on IAPD