Davis Capital Management

Troy Davis is a financial advisor at Davis Capital Management in Jacksonville, FL, with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Davis Capital Management since 2008. Outside of his advisory role, Mr. Davis manages several family-owned business entities focused on property management. Davis Capital Management serves individual investors, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, customized financial planning, and qualified plan consulting. The firm emphasizes capital preservation through a top-down macroeconomic sector weighting and bottom-up security selection, with specific risk controls on sector and security exposure.

Troy Lerche is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Davis Capital Management and previously spent seven years at Firstwave Financial Inc (formerly CPA Wealth Management Services). Davis Capital Management serves individual investors, trusts, foundations, corporations, and employer-sponsored retirement plans, providing discretionary portfolio management, customized financial planning, and qualified plan consulting. The firm emphasizes capital preservation through a combination of top-down macroeconomic sector weighting and bottom-up security selection, maintaining risk controls to limit exposure by sector and security.

Thomas Da Mour is a financial advisor at Davis Capital Management in Jacksonville, FL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Equitable Advisors, Axa Advisors, and Axa Equitable. Outside of finance, he has experience working in hospitality at Sliders Seaside Grill. Davis Capital Management serves individual investors, trusts, foundations, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management, customized financial planning, and retirement plan consulting. The firm’s investment approach focuses on capital preservation through macroeconomic sector weighting and bottom-up security selection, with risk controls on sector and security exposure.

John Murphy is a CFP® with 20 years of experience in the financial industry. He has worked at Davis Capital Management since 2016 and previously spent 10 years at Butensky & Cohen Financial Security, Inc. Davis Capital Management serves individual investors, trusts, foundations, corporations, and employer-sponsored retirement plans. The firm focuses on discretionary portfolio management, customized financial planning, and qualified plan consulting, using a top-down macroeconomic sector weighting approach combined with bottom-up security selection.