ED
Eric M. Davis
DAVIS CAPITAL ADVISORS
NEW YORK, NY 10001-3030
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CRD#: 1812949
ED
Professional summary
Eric Mitchell Davis, who also goes by Eric M Davis, Eric Davis, is a registered financial advisor currently at DAVIS CAPITAL ADVISORS, LLC located in New York, New York and DAVIS SECURITIES LLC located in New York, New York.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Eric has worked at 4 firms and has passed the Series 65, Series 63, Series 52TO, Series 57TO, Series 99TO, SIE, Series 87, Series 55, Series 7, Series 3, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric M Davis | Eric Davis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I AM SOLE MANAGING MEMBER & OWNER OF DAVIS CAPITAL MANAGEMENT LLC, WHICH IS THE GENERAL PARTNER OF DAVIS STRATEGIC GROWTH FUND LLP. THE G.P. PROVIDES INVESTMENT MGMT AND ADMIN SERVICES TO THE LIMITED PARTNERS, FOR WHICH IT IS PAID A MANAGEMENT FEE.
Additionally, I am the Principal of Davis Capital Advisors. I am also the owner of Davis Insurance Agency LLC a Insurance Broker Agent and Davis Management LLC that provides administrative services for the General Partner, Davis Capital Management.
Davis Capital Advisors start: 9/10/2009 20% Time
Davis Strategic Growth Fund, LP start: 3/1/2000 35% Time
Davis Capital Management, LLC start: 12/1/1999 5% Time
Davis Capital Insurance Agency LLC start: 11/7/2009 5% Time
Davis Management, LLC start: 12/1/2002 2% Time
CRS (Client Relationship Summary) - RIA
Click below to view Eric Mitchell Davis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 27, 2022 - Present
DAVIS CAPITAL ADVISORS, LLC
Office #1: 31 West 34th Street Suite 8076, New York, NY 10001-3030RIA
CRD#: 153496
NEW YORK, NY
Current
May 18, 2006 - Present
DAVIS SECURITIES LLC
Office #1: 31 West 34th Street 8th Floor, Suite 8067, New York, NY 10001Office #2: 31 West 34th Street 8th Floor, Suite 8067, New York, NY 10018BD
CRD#: 138829
New York, NY
Past
June 11, 1991 - June 30, 2005
FIRST NEW YORK SECURITIES L.L.C.
BD
CRD#: 16362
NEW YORK, NY
Past
August 21, 1990 - May 31, 1991
GRUNTAL & CO., L.L.C.
BD
CRD#: 372
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DAVIS CAPITAL ADVISORS, LLC
DAVIS CAPITAL ADVISORS, LLC
CRD#: 153496 / SEC#: 801-134318
RIA
Registered Investment Advisory firm - (9/25/2025 Approved)New York
Registered Investment Advisory firm - (11/30/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/31/2006)
RR
Florida(6/15/2006)
RR
New Jersey(6/16/2006)
RR
New York(5/31/2006)
IAR
New York(5/27/2022)
RR
Utah(3/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 10/8/2024
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/18/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DC
DAVIS CAPITAL ADVISORS, LLC
DAVIS CAPITAL ADVISORS, LLC
CRD#: 153496 / SEC#: 801-134318
RIA
Registered Investment Advisory firm - (9/25/2025 Approved)New York
Registered Investment Advisory firm - (11/30/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
31 West 34th Street Suite 8076, New York, NY 10001-3030
Mailing Address
Phone number
(212) 796-8440
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 41,776,207 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
