A complete list of active advisors currently associated with Davis Capital Advisors, LLC
Warmer can help you find a great advisor at Davis Capital Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Davis Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 35
|
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