Davis Capital Management
Davis Capital Management is an SEC-registered wealth manager in Jacksonville, FL with $259.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Davis Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149014, SEC 801-118162, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $259.0M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Jacksonville, FL
- Employees
- 5
- Clients
- 232
- CRD
- 149014
- Ownership
- DAVIS, TROY, MAYNARD; MURPHY, JOHN, COLLIN; HEYMANN, RONALD, MCKEAN
How much AUM does Davis Capital Management have?
Davis Capital Management reported $259.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Davis Capital Management?
Disclosed owners and executives of Davis Capital Management include DAVIS, TROY, MAYNARD, MURPHY, JOHN, COLLIN, HEYMANN, RONALD, MCKEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.