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DAVIS CAPITAL MANAGEMENT
Legal name: DAVIS CAPITAL MANAGEMENT LLC
CRD 149014File 801-118162
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$259.0M
Below cohort median (national)
Discretionary AUM
$259.0M
Clients
232
1,051 accounts
Employees
5
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 6, 2020
- Principal office
- 4788 HODGES BLVD, STE # 201, JACKSONVILLE, FL, 32224
- Phone
- 904-223-0510
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $259.0M
- Discretionary AUM
- $259.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,051
- Non-discretionary accounts
- 0
- Total accounts
- 1,051
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 163 | $198.0M |
| Individuals (other than high net worth individuals) | 69 | $61.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.