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DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD 149014 · IAPD ↗ · 904-223-0510

$259.0MRegulatory AUM
4Advisory reps
5Employees
232Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — DAVIS CAPITAL MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
March 2024 — DAVIS CAPITAL MANAGEMENT reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.