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John Collin Murphy

John C. Murphy

DAVIS CAPITAL MANAGEMENT
Jacksonville, FL 32224
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CRD#: 4509081
John Collin Murphy

Professional summary


John Collin Murphy, CFP® is a registered financial advisor currently at DAVIS CAPITAL MANAGEMENT located in Jacksonville, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Collin Murphy's CRS (Customer Relationship Summary).
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®
CFP®

Start date: 2008

Experience


Current

June 30, 2016 - Present

DAVIS CAPITAL MANAGEMENT

Office #1: 4788 Hodges Blvd Ste # 201, Jacksonville, FL 32224
RIA
CRD#: 149014
Jacksonville, FL
Past

June 1, 2006 - April 20, 2016

B&C FINANCIAL ADVISORS

RIA
CRD#: 110295
PONTE VEDRA BEACH, FL
Past

March 14, 2006 - December 31, 2006

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
PONTE VERDA BCH, FL
Past

June 20, 2005 - March 16, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

June 6, 2005 - March 16, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

October 1, 2003 - May 3, 2005

AIM SECURITIES CO.

BD
CRD#: 33801
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".
DAVIS CAPITAL MANAGEMENT
DAVIS CAPITAL MANAGEMENT
DAVIS CAPITAL MANAGEMENT | DAVIS CAPITAL MANAGEMENT LLC

CRD#: 149014 / SEC#: 801-118162

RIA
Registered Investment Advisory firm - (3/6/2020 Approved)
Florida
Registered Investment Advisory firm - (11/28/2023 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Florida
(6/30/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


DAVIS CAPITAL MANAGEMENT
DAVIS CAPITAL MANAGEMENT
DAVIS CAPITAL MANAGEMENT | DAVIS CAPITAL MANAGEMENT LLC

CRD#: 149014 / SEC#: 801-118162

RIA
Registered Investment Advisory firm - (3/6/2020 Approved)
Florida
Registered Investment Advisory firm - (11/28/2023 Terminated)
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Contact information


Main Address
4788 Hodges Blvd Ste # 201, Jacksonville, FL 32224
Mailing Address
Phone number
(904) 223-0510
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 A & B (3/19/2025)

Regulatory assets under management


Total Number of Accounts225
AUM (Assets Under Management)$ 225,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DAVIS CAPITAL MANAGEMENT

DAVIS CAPITAL MANAGEMENT

CRD#: 149014Jacksonville, FL 32224

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