Davis Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Davis Capital Management serves individual investors (including high‑net‑worth clients) as well as institutional clients such as corporate retirement plans, trusts, foundations, and pension or profit‑sharing plans. The firm offers discretionary portfolio management, financial planning, and qualified plan consulting, including acting as a Section 3(38) investment manager for participant‑directed 401(k) plans.
The firm’s investment process emphasizes capital preservation through diversified, disciplined active management, combining top‑down sector weighting with bottom‑up security selection and explicit position and sector limits (no sector greater than 25% and no individual security greater than 3%), with equity portfolios typically holding 35–45 positions or using ETFs for smaller accounts. Davis Capital tailors advice through one‑on‑one interviews and questionnaires, and it includes comprehensive financial planning for clients with at least $100,000 under management.
Noteworthy for a team firm, Davis Capital provides investment education and guidance to plan participants and conducts seminars/workshops as part of its qualified plan services. The firm also notes a general avoidance of mutual funds due to expense‑ratio concerns, leverages third‑party administrative platforms (e.g., Advent) for reporting and operations, and operates on a fee‑only basis while serving in a fiduciary role for retirement plans.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally range from $3,000 to $15,000 for one-time customized plans.
$0 - $499,999: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
$250 per hour for consulting; waived if client hires for investment management.
Account minimum: $500,000 Fee-only: Fee-only investment adviser; no commissions received.
Main office
4788 Hodges Blvd Ste#201
Jacksonville FL 32224
Advisors at this office
4
Most active in
Florida · Georgia · North Carolina
Also doing business as
Davis Capital Management · Davis Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Quick links
Advisors at this firm
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.
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.
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.
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.
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