DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Davis Capital Management
Legal name Davis Capital Management LLC
Latest filing Mar 27, 2026
First filing on the tape Feb 3, 2020 · 11 filings
SEC status approved since Mar 6, 2020
RAUM
$259M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$259M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$64.8M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$259M as of Mar 27, 2026
Feb 16, 2021$128M then
HNW client RAUM$198M as of Mar 27, 2026
Feb 16, 2021$67.7M then
State-registered IARs (5.B.3)4 as of Mar 27, 2026
Feb 16, 20214 then
Employees (5.A)5 as of Mar 27, 2026
Feb 16, 20215 then
Private funds: no history
RAUM +15% over the last fiscal year+13% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $64.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.2MderivedHNW RAUM over HNW clients
- Average account
- $246,432derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.1%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$198M76%
- Individuals$61.0M24%
- Individual clients
- 69reported
- HNW clients
- 163reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1,051reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Collin MurphyCertified Financial Planner | Jacksonville, Fl | Jun 30, 2016 | 24 y | 2 |
| Troy Richard LercheCertified Financial Planner | Jacksonville, Fl | Jan 8, 2024 | 12 y | 2 |
| Thomas Damour | Jacksonville, Fl | Jan 10, 2024 | 11 y | 1 |
| Troy Maynard Davis | Jacksonville, Fl | Jan 16, 2026 | 20 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Eugene Morris Jr to Pnc Wealth ManagementAug 29, 2023 · RIA to affiliated broker-dealer or bank
Joined, latest
- Troy Maynard Davis from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 16, 2026 · Wirehouse to independent RIA
- Thomas Damour from Equitable Advisors, LLCJan 10, 2024 · Affiliated broker-dealer or bank to independent RIA
- Troy Richard Lerche from Camarda Wealth Advisory GroupJan 8, 2024 · RIA to RIA
- Eugene Morris Jr from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 10, 2022 · Wirehouse to independent RIA
- John Collin Murphy from B&C Financial AdvisorsJun 30, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Maynard Troy Davis · President/Chief Compliance Officercontrolsince 02/2008 · owns 75% or more
- Collin John Murphy · Cheif Investment Officersince 01/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Jacksonville, Fl · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 27, 2026accounts (Item 5.F.2.f) moved from 225.0 to 1,051.0 (+367.0%) between the annual amendments of 2025-03-19 and 2026-03-27; the peer median change was +5.0% (3688 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 225 to 1,051Mar 19, 2025 to Mar 27, 2026
- HNW clients · 146 to 163Mar 19, 2025 to Mar 27, 2026
- Individual clients · 79 to 69Mar 19, 2025 to Mar 27, 2026
- Financial planning clients · 51-100 to 101-250Mar 19, 2025 to Mar 27, 2026
- Discretionary RAUM · $225M to $259MMar 19, 2025 to Mar 27, 2026
- HNW RAUM · $150M to $198MMar 19, 2025 to Mar 27, 2026
- Individual RAUM · $75.0M to $61.0MMar 19, 2025 to Mar 27, 2026
- RAUM · $225M to $259MMar 19, 2025 to Mar 27, 2026
- Accounts · 603 to 225Feb 14, 2024 to Mar 19, 2025
- Corporate clients · 1.0 to unsetFeb 14, 2024 to Mar 19, 2025
- HNW clients · 101 to 146Feb 14, 2024 to Mar 19, 2025
- Individual clients · 108 to 79Feb 14, 2024 to Mar 19, 2025
- Financial planning clients · 51-100 to 51-100Feb 14, 2024 to Mar 19, 2025
- Discretionary RAUM · $194M to $225MFeb 14, 2024 to Mar 19, 2025
- HNW RAUM · $122M to $150MFeb 14, 2024 to Mar 19, 2025
- Individual RAUM · $72.0M to $75.0MFeb 14, 2024 to Mar 19, 2025
- Non-discretionary RAUM · $300,000 to $0Feb 14, 2024 to Mar 19, 2025
- RAUM · $194M to $225MFeb 14, 2024 to Mar 19, 2025
- Accounts · 572 to 603Feb 2, 2023 to Feb 14, 2024
- HNW clients · 87 to 101Feb 2, 2023 to Feb 14, 2024
- Financial planning clients · 11-25 to 51-100Feb 2, 2023 to Feb 14, 2024
- Discretionary RAUM · $182M to $194MFeb 2, 2023 to Feb 14, 2024
- HNW RAUM · $106M to $122MFeb 2, 2023 to Feb 14, 2024
- Individual RAUM · $74.0M to $72.0MFeb 2, 2023 to Feb 14, 2024
- Non-discretionary RAUM · $0 to $300,000Feb 2, 2023 to Feb 14, 2024
- RAUM · $182M to $194MFeb 2, 2023 to Feb 14, 2024
- Accounts · 503 to 572Jan 6, 2022 to Feb 2, 2023
- Corporate clients · 0 to 1Jan 6, 2022 to Feb 2, 2023
- HNW clients · 55 to 87Jan 6, 2022 to Feb 2, 2023
- Individual clients · 85 to 108Jan 6, 2022 to Feb 2, 2023
- Financial planning clients · 0 to 11-25Jan 6, 2022 to Feb 2, 2023
- Discretionary RAUM · $166M to $182MJan 6, 2022 to Feb 2, 2023
- HNW RAUM · $105M to $106MJan 6, 2022 to Feb 2, 2023
- Individual RAUM · $60.2M to $74.0MJan 6, 2022 to Feb 2, 2023
- Non-discretionary RAUM · $300,000 to $0Jan 6, 2022 to Feb 2, 2023
- RAUM · $167M to $182MJan 6, 2022 to Feb 2, 2023
- Accounts · 371 to 503Mar 29, 2021 to Jan 6, 2022
- HNW clients · 30 to 55Mar 29, 2021 to Jan 6, 2022
- Individual clients · 98 to 85Mar 29, 2021 to Jan 6, 2022
- Discretionary RAUM · $128M to $166MMar 29, 2021 to Jan 6, 2022
Signals
2 dated events
- Eugene Morris Jr left Davis Capital Management for Pnc Wealth Management (registered 2023-11-16)Aug 29, 2023 · Advisor changed firm · fact
- Davis Capital Management filed its initial SEC registration (Form ADV)Feb 3, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/davis-capital-management-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- DAVISCAPITALSITE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 904-223-0510reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $64.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026