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Troy D

Series 65, Series 66

Jacksonville, FL

Davis Capital Management

Troy Davis is a financial advisor at Davis Capital Management in Jacksonville, FL, with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Davis Capital Management since 2008. Outside of his advisory role, Mr. Davis manages several family-owned business entities focused on property management. Davis Capital Management serves individual investors, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, customized financial planning, and qualified plan consulting. The firm emphasizes capital preservation through a top-down macroeconomic sector weighting and bottom-up security selection, with specific risk controls on sector and security exposure.

Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Troy L

CFP®, Series 65

Jacksonville, FL

Davis Capital Management

Troy Lerche is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Davis Capital Management and previously spent seven years at Firstwave Financial Inc (formerly CPA Wealth Management Services). Davis Capital Management serves individual investors, trusts, foundations, corporations, and employer-sponsored retirement plans, providing discretionary portfolio management, customized financial planning, and qualified plan consulting. The firm emphasizes capital preservation through a combination of top-down macroeconomic sector weighting and bottom-up security selection, maintaining risk controls to limit exposure by sector and security.

Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas D

Series 66

Jacksonville, FL

Davis Capital Management

Thomas Da Mour is a financial advisor at Davis Capital Management with eight years of industry experience. He holds a Series 66 designation and has prior work experience at Equitable Advisors, Axa Advisors, Axa Equitable, and the University of Florida. Outside of his advisory career, he worked at Sliders Seaside Grill for three years. Davis Capital Management serves individual and institutional clients, including high-net-worth individuals, corporate retirement plans, trusts, foundations, and pension or profit-sharing plans. The firm emphasizes capital preservation through diversified active management and provides discretionary portfolio management, financial planning, and qualified plan consulting.

Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John M

CFP®, Series 63, Series 66

Jacksonville, FL

Davis Capital Management

John Murphy is a CFP® with 20 years of industry experience, currently serving as an advisor at Davis Capital Management since 2016. He holds Series 63 and Series 66 licenses and is based in Jacksonville, FL. Davis Capital Management serves individual and institutional clients, offering discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs a diversified, disciplined active management approach focused on capital preservation, with tailored advice and comprehensive financial planning for clients managing $100,000 or more.

Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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