Firm profile

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FLCRD 149014Latest ADV March 27, 2026

DAVIS CAPITAL MANAGEMENT is a limited liability company based in JACKSONVILLE, FL.

Assets Under Management
$259M
Employees
5
Offices
--
Total Clients
232
Primary office
JACKSONVILLE, FL
4788 HODGES BLVD, STE # 201, JACKSONVILLE, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTroy M. Davis

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges

Client Coverage Demographics

Top client segmentHNWI represent 70.3% of total clients.
Top client categories% of clientsClients
1
HNWI
70.3%
163
2
Individuals
29.7%
69

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$259Mas of March 27, 2026
Discretionary100.0%
$259M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$259M
Total Accounts1,051
10Y AUM Change+$150M (+136.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee46:1
10Y Employee Change+2 (+66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.