Davis Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$44,854,906
Clients
58
Advisors
1
of 3 employees
About
The firm provides discretionary and non‑discretionary investment management to individual clients (including high‑net‑worth individuals) and a variety of other client types such as trusts, estates, retirement plans, corporations and pooled investment vehicles. It emphasizes continuous portfolio supervision and individualized investment policies tailored to each client's objectives.
Portfolios are constructed across individual equities, bonds, mutual funds, ETFs and, where suitable, private placements, margin, options and short positions, with periodic reviews and monitoring. The firm operates both wrap‑fee and non‑wrap arrangements, uses performance‑based fee structures for certain qualifying accounts, and serves as investment manager and administrator to a related private hedge fund that may be recommended to appropriate clients.
Distinctive features for a firm of this size include common‑ownership affiliations with a broker‑dealer and an insurance agency, sponsorship and advisory roles for a related pooled private fund, and a wrap fee program that directs brokerage to an affiliated broker‑dealer—arrangements that can create additional compensation streams and potential conflicts of interest. The firm operates effectively as a solo practitioner under common ownership with these related entities, and the principal’s substantial involvement in those affiliated businesses is disclosed as relevant to supervision and potential conflicts.
Client services
Expertise
Occupation focus
Fee options
Annual fixed fee of up to $500 for consultation and fiduciary services to plan participants, negotiable.
$0 - $249,999: 1.75% $250,000 - $499,999: 1.55% $500,000 - $999,000: 1.35% $1,000,000 - $2,999,999: 1.15% $3,000,000 - $4,999,999: 1.05% $5,000,000+: 0.95%
Clients may pay commissions on securities transactions through associated registered representatives of the related broker dealer, Davis Securities, LLC; commissions vary by asset size and transaction type (e.g., $0.03 per share equities for accounts above $500,000, $30 minimum, etc.).
Performance fees charged on eligible accounts as a percentage of capital gains, calculated quarterly in arrears; no fee if no increase in value.
Main office
31 West 34th Street, Suite 8076
New York NY 10001-3030
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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