Davis Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $47M in regulatory assets under management, 2 employees, and 93 accounts.
Assets Under Management
$47M
Employees
2
Offices
--
Total Clients
60
Primary office
NEW YORK, NY
31 WEST 34TH STREET, SUITE 8076, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.3% of total clients.
Top client categories% of clientsClients
1
Individuals
53.3%
32
2
HNWI
43.3%
26
3
Pooled Investment Vehicles
1.7%
1
4
Corporations
1.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$47Mas of March 31, 2026
Discretionary39.5%
$19M
40% of total RAUM39.5%
Non-discretionary60.5%
$28M
60% of total RAUM60.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$47M
Total Accounts93
10Y AUM Change+$5M (+12.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* 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.