Davis Capital Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 153496
· SEC file 801-134318
· New York, NY
· WWW.DAVISCAPITALADVISORS.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $46.9M
- Discretionary
- $18.5M
- Clients
- 60
- Avg AUM / client
- $781K
- Accounts
- 93
- Employees
- 2
AUM over time
$41.8M
$46.9M
Aug 8, 2025
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $6.6M | 14.0% |
| High net worth individuals | 26 | $38.3M | 81.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $619K | 1.32% |
| Corporations and other businesses | 1 | $1.4M | 2.96% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Mitchell Davis | Registered representative | May 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗