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DAVIS CAPITAL ADVISORS, LLC
CRD 153496File 801-134318
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$46.9M
Bottom 25% of cohort (national)
Discretionary AUM
$18.5M
Non-discretionary $28.3M
Clients
60
93 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 25, 2025
- Principal office
- 31 WEST 34TH STREET, SUITE 8076, NEW YORK, NY, 10001-3030
- Phone
- 212-796-8440
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $46.9M
- Discretionary AUM
- $18.5M
- Non-discretionary AUM
- $28.3M
- Discretionary accounts
- 23
- Non-discretionary accounts
- 70
- Total accounts
- 93
- AUM per client
- $781K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.4M |
| High net worth individuals | 26 | $38.3M |
| Pooled investment vehicles | 1 | $619K |
| Individuals (other than high net worth individuals) | 32 | $6.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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.