Troy M. Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL 32224

CRD#: 5038006

Professional summary

Troy Maynard Davis, who also goes by Troy M Davis, is a registered financial advisor currently at DAVIS CAPITAL MANAGEMENT located in Jacksonville, Florida.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Troy has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Troy M 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Maynard Davis'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®

None

Experience

Current

June 26, 2009 - Present

DAVIS CAPITAL MANAGEMENT

Office #1: 4788 Hodges Blvd Ste#201, Jacksonville, FL 32224

RIA

CRD#: 149014

JACKSONVILLE, FL

Past

November 24, 2006 - February 12, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

March 16, 2006 - October 3, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

November 16, 2005 - October 3, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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 LLC

CRD#: 149014 / SEC#: 801-118162

RIA

Registered Investment Advisory firm - (3/6/2020 Approved)

Florida

Registered Investment Advisory firm - (11/28/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/26/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/15/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/15/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/2005

General Securities Representative Examination

Current Firm

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

SEC notice filing (3 States and Territories)

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 Accounts	225
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.

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Troy M. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Maynard Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVIS CAPITAL MANAGEMENT

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

DAVIS CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2009

Series 66

Date: 3/15/2006

Series 7

Date: 11/15/2005

Current Firm

DAVIS CAPITAL MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAVIS CAPITAL MANAGEMENT

TRUST BUT VERIFY

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