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DAVIS CAPITAL ADVISORS, LLC

NEW YORK, NY · CRD 153496 · IAPD ↗ · daviscapitaladvisors.com · 212-796-8440

$46.9MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
October 2026 — DAVIS CAPITAL ADVISORS, LLC now reports custody of client assets ($619,426).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
December 2025 — DAVIS CAPITAL ADVISORS, LLC (NEW YORK, NY) is newly SEC-registered with $41.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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