Davis Capital Advisors, LLC

RIASEC & State Registered

Total AUM

$46.9M

Discretionary

$18.5M

40% of AUM

Avg account

$504K

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 153496
Registered since: September 25, 2025
Website: daviscapitaladvisors.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI81.69%
Individuals14.03%
Corporations / Businesses2.96%
Pooled Investment Vehicles1.32%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davis Capital Advisors, LLC is an LLC-structured investment manager that operates with a hedge-fund orientation while serving both high-net-worth individuals and institutional clients. The firm provides portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional accounts. Its compensation mixes a percentage-of-AUM fee with performance-based fees, consistent with its hedge-fund classification. The adviser was registered with the SEC in 2025 and is owned by an individual. The firm does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. The firm also performs sponsor/GP and managing-member roles for pooled vehicles and lists affiliations that include broker-dealer and insurance company relationships, reflecting a mix of distribution and product-sponsorship activities rather than a pure third-party capital allocator.