Davis Capital Advisors, LLC

Davis Capital Advisors provides continuous, tailored investment management services to individuals, retirement and profit-sharing plans, pooled investment vehicles, trusts, estates, charitable organizations and business entities, managing roughly 93 accounts with about $46.9 million in assets. The firm manages accounts on both a discretionary and non-discretionary basis and offers both non-wrap advisory arrangements and a wrap-fee program that bundles advisory, custody and transaction services.

Portfolios are constructed from individual equities, bonds, private placements, mutual funds and ETFs and may employ long‑term, short‑term, trading, margin, short‑selling and options strategies where appropriate to a client’s objectives and risk tolerance. DCA monitors accounts continuously, uses a mix of fundamental, technical and cyclical analysis, and calculates performance using time‑weighted returns and industry standards such as GIPS.

Several organizational relationships distinguish the firm from many peers: it is affiliated with a broker‑dealer under common ownership and with entities that sponsor and manage a pooled long/short equity private fund, for which the firm provides management and administrative services and may receive performance‑based fees. Advisers are also separately licensed as broker‑dealer representatives and insurance agents, the wrap program directs brokerage to the affiliated broker‑dealer, and the firm discloses these potential conflicts and that the principal devotes a meaningful portion of time to related businesses.